Event | Financial Planning

National 529 Day College Savings Webinar

529Webinar
May 29th is National 529 Day. A college education is one of the most important investments that you and your family will make. Join us for this complimentary webinar that will help you understand the options available to help save for education expenses, including 529 Plans, and determine which of these could work better for you and your family.

Presented by Jeff Petronack, Wealth Advisor - CFP® RICP® and Ryan Leum, Financial Advisor

 

During this presentation, 529 plans will be discussed, which have various risks including loss of principal and may not be suitable for every investor.

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wings Financial Credit Union and Wings Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wings Financial Advisors, and may also be employees of Wings Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wings Financial Credit Union and Wings Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

 

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Event | Financial Planning

National 529 Day College Savings Webinar

Date
Wednesday, May 29, 2024
Time
11:00 AM - 12:00 PM CT