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Free seminar!
529 College Savings seminar
Presented by Financial advisor j.c. hallman
TO RSVP CALL 408-545-1529
South Bay - San Jose, CA
When: Tuesday, August 26th
Time: 6:00 pm- 7:00 pm
Place: Valley Credit Union's Willow Glen Financial Center - 670 Lincoln Avenue, San Jose, CA 95126
Find out how a 529 College Savings Plan can help you save for a loved one's future college expenses.
- Benefit from federal tax-free qualified withdrawals
- Keep control of assets as the account owner
- Choose from more than 20 investment choices
Space is limited - reserve your seat today! Call 408-545-1529. This seminar is open to everyone, so bring your friends and family!
Complimentary hors d'oeuvres and drinks will be provided
There are additional fees associated with 529 savings plans. Investments in 529s involve investment risks.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
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