Join Us for an Upcoming Webinar!

A Legacy of Learning: Investing in Generations to Come

During this time of year, graduation milestones often invite reflection, not just on what’s next, but on the role we play in shaping the generations to come.

We invite you to join us for an upcoming conversation about tax-intelligent education planning and how it can fit into your broader financial plan:

A Legacy of Learning: Investing in Generations to Come

📅 Wednesday, June 10

🕒 12:30 - 1:00 PM

💻 Hosted via Zoom

In this session, Neil and Joey Schmerling will explore how education planning can be approached thoughtfully, including:

• How education funding strategies continue to evolve
• Flexible options for funding education at every stage
• Tax-advantaged approaches that can help simplify planning
• Considerations for using or repurposing unused funds

Whether you’re planning for children, grandchildren, or simply thinking ahead, this discussion is designed to help align your resources with purposeful planning.

We hope you can join us! Click the button to the right to RSVP.