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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 7, 2025

6:15p - 7:30p

Concord Gateway Building II

August 15, 2024

12:00p - 1:00p

Via Zoom - register at this link: https://us06web.zoom.us/meeting/register/tZIqc-qgrjwjHtcUYoJkF1Z8DnGq8M5RKvkF

College Savings Webinar

With college costs on the rise and tuition just the tip of the iceberg, how do you make education dreams a reality? Consider saving for tuition and other expenses through a 529 plan. Withdrawals can help cover a wide range of education-related expenses beyond tuition, including books, meal plans, off-campus housing, computers, and even vocational or trade school. Investing in a 529 plan can be a smart choice for education savings. Please join me and Principal for a conversation about: • Features that 529 plans offer over other savings options • Common 529 plan myths • Strategies for education planning and investing Date: August 15th, 2024 Time: Noon PST/3pm EST/9am HST Speaker: Joseph Friedman, Principal Click here to register https://us06web.zoom.us/meeting/register/tZIqc-qgrjwjHtcUYoJkF1Z8DnGq8M5RKvkF Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC. LPL Financial and Principal are separate entities.

Event Registration

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