529 Plans - Student Savings Workshop
Did you know - over the past decade, college costs have increased about 5% annually?* Saving for college can put a lot of stress on students and families.
529 Plans offer financial flexibility to help your family plan for the future. They open the door to numerous savings and tax benefits. These plans also offer additional spending opportunities, should your child’s educational path change.
Join us, Saturday April 13th at 11:00am, for our 529 Plan Workshop! A presenter from Aros Asset Management will help you understand the benefits of 529 Plans and their uses for education expenses and retirement.
Saturday, April 13th. 11:00AM
CFCU Upland
1024 W Foothill Blvd. Upland, CA 91786. Breakfast pastries and fruit will be provided.**
Learn how to plan for success with a 529 Plan!
How do 529 Plans work?
What happens to the account if my child decides not to go to college?
How can the organization of a 529 Plan impact financial aid awards?
What types of investment choices are available with a 529 Plan?
What educational paths can a 529 Plan cover expenses for?
How much money can I put into my plan?
How does a 529 Plan compare to other popular college savings accounts, such as UGMA/UTMA accounts and Coverdell ESAs?
What is the difference between in-state vs. national 529 Plans?
What gifting strategies does a 529 Plan offer in estate planning?
Presenters from Aros Asset Management!
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Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
There are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.
Saturday, April 13th. 11:00AM
CFCU Upland
1024 W Foothill Blvd. Upland, CA 91786
Check the background of your financial professional on FINRA's broker check
The financial consultants of Aros Asset Management are registered representatives with and, offer securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Chaffey Federal Credit Union and Aros Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Aros Asset Management.
The LPL Financial Representatives associated with this website may discuss and/or transact securities business only with residents of the states in which they are properly registered and/or licensed. No offers may be made or accepted from any resident of any other state. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Chaffey Federal Credit Union or Aros Asset Management.
Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value