Join us for this free, informational session to learn about how 529’s can benefit your family and updates on the new Roth IRA Rollover rule. Silas and our guest speaker Joseph Friedman from Principal Asset Management.
Joseph is a Certified Financial Planner and 529 specialist for Principal Asset Management. He has been working with 529’s since 2010 and is an amazing resource to financial advisors on all things related to education savings, tax law, and financial aid.
Date: Friday, September 22nd
Time: 1:00 p.m. Central
After registering, you will receive a confirmation email containing information about joining the webinar.
We hope you can join us!