Event Details
| Event Name: | Webinar: Education Planning With 529 Plans |
| Date: | February 23, 2021 |
| Start Time: | 4:00 PM Add to Outlook or Apple Calendar. Add to Google Calendar. |
| Location: | Zoom |
| Contact Name: | John Marek, MEMBERS Financial Services |
| Phone: | 505.237.3930 |
| Description: | Webinar: Education Planning With 529 PlansPresented by the MEMBERS Financial Services Program* located at SLFCU.The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
With college costs on the rise and tuition just the tip of the iceberg, how do you plan to make your family's college dreams a reality? Consider saving for tuition and other college expenses through a 529 plan. Withdrawals can help cover a wide range of education-related expenses beyond tuition, including books, meal plans, off-campus housing, computers, and vocational or trade schooling. Investing in a 529 plan can be a smart choice for education savings. Attend this webinar (presented via Zoom) to learn about the following topics and more:
Join us virtually at this webinar presented by Diego A. Verdugo, Director – Advisor Consulting, Principal Global Investors, LLC. TUESDAY, FEBRUARY 23 at 4:00 p.m. MT (3:00 p.m. PT) Register now Registration is required for this event. SLFCU and MEMBERS Financial ServicesSLFCU members can take advantage of personal financial management services through our collaboration with MEMBERS Financial Services** (a CUNA Brokerage Services Group). To make a no-cost, no-obligation appointment, contact their financial professionals at 505.237.7330 or 505.237.3930, or send an email to membersfinancial@slfcu.org.
*This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. **MEMBERS Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. CBSI-3408365.1-0121-0223
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