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07 June
New Rules for 529 College Savings Plans - Complimentary Webinar

Description

Education is the key that unlocks countless doors of opportunity, enriching minds and shaping societies. However, the path to a college degree can be an expensive one. Did you know that 55% of bachelor's degree recipients graduated with debt, holding an average debt level of more than $25,000?  With intentional saving or contributing to the right investment vehicle, we can help make education a cornerstone of our loved ones' futures. 

Please join McCarthy Wealth Management for a complimentary webinar on Unlocking a World of Possibilities with 529 Plans where we will discuss the following topics: 

- The tax-free benefits of saving for a college education with a 529 plan
- How to avoid student loan debt
- New rules for contributions to and distributions from a 529 plan
- What happens if the 529 plan account beneficiary doesn’t go to college?
- How contributing to a 529 College Savings Plan may save estate taxes
- Question and Answer session at the end

When: Friday, June 7th 
12:00 pm - 1:00 pm PST

Where: The webinar will be virtual Zoom

Hosted By: McCarthy Wealth Management

Guest Speaker: Damian Eckstein, Senior Vice President of Capital Group, American Funds

This is an open webinar. Please feel free to share this invitation with others interested in learning more about college savings. Those attending will have the opportunity to receive a Starbucks gift card.

Date and Time

Fri, Jun 07, 2024

12:00p - 1:00p PST

Location

Zoom

PT1H

Event Registration

Will you be able to attend this event?