Join us for a presentation sponsored by Ivana Lotoshynski, CFP® at People Wealth Matters and Kevin Golden, VP - Senior Advisor Consultant of Franklin Templeton, to learn about a 529 plan. Q&A to follow presentation.
The material is for use by financial professionals for public seminar presentations.
This material is not a recommendation of any particular security, is not based on any particular financial situation or needs, and is not intended to replace the advice of a qualified attorney, financial or tax professional or insurance agent. Before making any financial commitment regarding a Section 529 savings plan, consult with the appropriate financial professional.
This presentation is intended solely to provide general information about 529 plans and Franklin Templeton 529 College Savings Plan. This should not be considered tax advice. Tax professionals should be consulted regarding tax implications related to 529 Plans and specific financial situations.
This presentation is authorized only when accompanied or preceded by a current Franklin Templeton 529 College Savings Plan Investor Handbook.