Broker Check
04 June
Education Planning Webinar

Description

Please join Impact Wealth Management, LLC & Doug Parsley at Capitol Group as they share their knowledge and perspectives on saving for education.

You'll gain insights on:

1. Investing in the future

2. Why choose a 529 plan

3. Building a comprehensive financial wellness plan

Join Meeting Here

Space

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC and in UT as Equitable Network Insurance Agency of Utah, LLC. Impact Wealth Management, Equitable Advisors and its associates do not provide tax or legal advice and are not affiliated with the Capital Group AmericanFunds. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this seminar is not investment or securities advice and does not constitute an offer. Impact Wealth Management is not owned or operated by Equitable Advisors or Equitable Network.

PPG-6303191.1 (1/24)(Exp. 1/26)

During this seminar I will be providing you with important information and education that is general in nature. While I may be asked to respond to questions, my answers and none of the concepts that I discuss during this presentation should be construed to be individualized advice or a “call to action.” Every individual’s circumstances are different, and I will gladly schedule a time to meet with any of you in person to have a more in-depth discussion tailored to your situation.

Doug Parsley is solely responsible for the content of his/her presentation, which is not in any way endorsed by, and does not necessarily represent the opinions, recommendations, or advice of Equitable Advisors or any of its associates, employees, or affiliates. Capital Group AmericanFunds is not affiliated with or endorsed by Equitable Advisors or any of its affiliated companies.

Date and Time

Tue, Jun 04, 2024

11:00a - 12:00p PST

Location

Microsoft Teams Webinar

PT1H

Event Registration