Invest in Your Loved One’s with a 529 Plan Webinar

By Dina Megretskaia, CFP®, EA, JD

Wealth Manager, Principal

&

Victoria Tejeda, CFP®, EA

Senior Financial Advisor

September 3, 2024

Dina Megretskaia and Victoria Tejeda explore how these tax-advantaged accounts can help you save and invest for a child’s future educational needs. Much like your 401(k) plan at work, 529 plans offer a set list of investments and the assets inside can grow tax free.

The webinar addresses questions such as:

  • What is a 529 plan and what benefits does it offer?
  • How is money in a 529 plan invested?
  • Does the state I live in affect my decision-making?
  • What are options if my child doesn’t go to college, or gets a scholarship, or doesn’t need all the money in the 529 account for school?

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