Description
Please join us for a special Zoom call about Principal New Mexico 529 College Savings Plan on December 2, 2020 at 2:00 pm MST. Diego Verdugo, Director of Advisor Consulting for Principal, will be the featured speaker. This is a wonderful opportunity to learn how a 529 college savings plan can help you finance your child’s or grandchild’s college education. If you already have a 529 Plan, you can participate in Mr. Verdugo’s review what expenses qualify under current tax law. At the end of his presentation, he will take questions from zoom participants.
If you would like to attend, please RSVP on our website https://www.myfinancialsense.com/ or call our office (505) 828-4068. Family and friends who might be interested in setting up a 529 Plan are also welcome to join the conversation.
Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing.
Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.
Cetera is under separate ownership from any other named entity. Diego Verdugo is not registered or affiliated with Cetera.
This event is being funded in whole by Principal.
Date and Time
Wed, Dec 02, 2020
2:00p - 3:00p MST