Discover the benefits of 529 College Savings Plans and how they might help you maximize your savings for future educational expenses.
What You'll Learn:

• What is a 529 plan and who can use it?
• View a comprehensive comparison of education savings plans
• How student loans and financial aid operate

Don't miss this opportunity to discover the benefits of 529 College Savings Plans and how they may help you optimize your savings for future educational costs.

Presenter:
Drake Medeiros
Financial Advisor, RJFS
Addison Avenue Investment Services

Registered Address: 2500 Mendocino Ave, Ste C, Santa Rosa, CA 95403 | 855.744.8585

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

529 plans come with fees and expenses, and there is a risk they may lose money or underperform. Most states offer their own 529 programs, which may provide benefits exclusively for their residents. Please consider whether the state plan offers any tax or other benefits. Tax implications can vary significantly from state to state.