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Piggy Bank with Graduation Cap

Invest in a Bright Future - College 529 Savings

Date and Time
Thu May 20, 2021
6:00-7:00 PM
In this seminar we will discuss:

  • Tax advantages of 529 college education funding accounts
  • The expenses covered in 529 plans
  • Using 529 Plans as an estate planning tool
  • Business owner benefits for establishing employer-sponsored 529 plans

Affinity Plus Investment Center Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.