Financial Wellness 529 College Savings Virtual Event

Employees and their families feel stress in the accountability to help and provide future education for their loved ones. Through the Scholarshare Workplace Savings Program, James helps organizations to provide education and support for employees looking to save for education costs. Many aspects about saving for an education can feel daunting for employees, but helping employees set up tax efficient savings strategies can help employees stretch their savings as far as possible when it comes to their loved ones college costs.

Within the workplace, we know that employees are learning the basics about investments and retirement savings, but a critical hole is often left for employees to get lost amongst the sea of information around preparing for education costs. James works diligently with organizations to help employees develop strong savings strategies to help supplement their loved one’s education goals and protect their retirement savings through proper education planning.

Agenda:

• College Savings: A Critical Financial Wellness Need
• Advantages of Saving With ScholarShare 529
• About Our Workplace Savings Program
• FAQs
• What Happens Next

Event