Join us on 9/10 for a special webinar with Katie Lindfelt, our Certified Financial Planner™. 

Whether you’re looking to help a child or grandchild pay for college, build long-term savings, or simply provide a financial head start, there are several ways to gift money; each coming with its own rules, benefits and considerations. Katie will discuss some of the most common options including direct gifts, UTMA/UGMA accounts, 529 education savings plans, the new Trump accounts, and custodial Roth IRAs. She’ll cover the basics of how each works, along with general tax considerations, contribution limits, and potential pros and cons.

We hope this webinar will provide a helpful starting point as you think about the best ways to support the next generation.