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This seminar will explore different ways to invest in a child’s future, including custodial accounts, 529 plans, and education savings accounts. Participants will learn how to choose the right investment vehicles based on their goals and time horizon, as well as how to balance investing for their child with other financial priorities. Attendees will leave with a clear plan to invest in their child’s future, ensuring they can provide financial support for their child’s goals without sacrificing their own financial security.

 

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