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College Planning

Wednesday, July 17, 2024   |   12:00 pm - 东部时间下午1:00

Presented by 元素 财富 Management For Goodwill of Central and Southern Indiana Members

学生 with a backpack

In this workshop, you’ll learn about:

  • Strategies for saving for future education-related expenses
  • Major differences between educational savings accounts
  • How having a Financial Advisor can benefit your savings strategy

Lunch will be provided for in person attendees

位置

在线研讨会 or
Multi-目的 Room 2

注册

To view or cancel your registration, follow the link provided in your registration confirmation email.

This workplace workshop is open to employees of Goodwill of Central and Southern Indiana. If you are interested in hosting this workshop at your organization, contact your 元素 Relationship Manager today.

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (成员 美国金融业监管局/SIPC). 保险 products are offered through LPL or its licensed affiliates. 元素 Financial Federal 信用合作社 and 元素 财富 Management registered as a broker/dealer or investment advisor. 注册ed representatives of LPL offer products and services using the name 元素 财富 Management and may also be employees of 元素 Financial Federal 信用合作社. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of 元素 Financial Federal 信用合作社 or 元素 财富 Management. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by NCUA or Any Other Government Agency
  • Not 信用合作社 Guaranteed
  • Not 信用合作社 Deposits or Obligations
  • 可能失去价值

元素 Financial Federal 信用合作社 (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

请访问 http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code for more detailed information.

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