School's Out for Summer! 529 College Savings Plans Unleashed!

May 16, 2024 12:15pm to 12:45pm

As the final bell rings, let’s dive into the ABCs of 529 plans (because college savings can be as fun as recess!).

Join our 30-minute virtual study hall where we’ll cover:

Tax Tricks: How 529 plans ace the math test (tax-free growth!
Homework Hacks: From textbooks to crayons, what’s covered?
Extra Credit: What to do with leftover lunch money?

RSVP now and bring your No. 2 pencils!

See you in the virtual quad!

The information included in this material is taken from sources considered reliable. We do not represent that this information is accurate and complete, and it should not be relied upon as such. The material presented is not a recommendation or solicitation to buy or sell any security. The material is strictly for illustrative, educational and information purposes and subject to change. Union Bank and Trust is not affiliated with Herr Capital Management, LLC or American Portfolios Financial Services, Inc. Past performance does not guarantee future results. Investing involves risks, including the loss of principal. Investors should carefully read the prospectus and program offering, and consider the investment objectives, risks, charges, tax matters and expenses prior to making an investment. Securities offer through American Portfolios Financial Services, Inc. Member FINRASIPC. Investment advisory services offered through Herr Capital Management, LLC, a registered investment advisor independent of American Portfolios Financial Services, Inc.