Please join us for our upcoming webinar:

Building Financial Foundations for Children & Young Adults

This session is designed to help you give your kids a strong financial start—without overcomplicating the process. We’ll walk through a simple, practical framework to help you save, invest, and plan with intention across each stage of their life.

You’ll learn how to move beyond just saving for college and instead build a flexible system that supports education, life opportunities, and long-term wealth.

You’ll Learn:

• How to structure savings using a simple 3-bucket approach (Education, Flexibility, Long-Term Wealth)
• When to use tools like 529 plans, brokerage accounts, and Roth IRAs for kids
• Common mistakes families make—and how to avoid them
• How to build a plan that evolves as your children grow

RSVP today to save your seat!

Once registered, you will receive an email with the Microsoft Teams meeting link (be sure to check your spam folder just in case).