SDCCU Invites the Community to Attend “Your Guide to 529 College Savings Plans” Webinar on September 27
This webinar will be presented by a BALANCE Financial EducatorSAN DIEGO, Calif. (September 22, 2023) — San Diego County Credit Union® (SDCCU®), one of Southern California’s largest locally-owned financial institutions, will present a free educational webinar titled “Your Guide to 529 College Savings Plans” on Wednesday, September 27 at 12 p.m. The webinar will be hosted by BALANCE Financial Educator, LauRae D. Upchurch. This free webinar is open to the public, but virtual seating is limited and reservations are required. For webinar details, please visit sdccu.com/fww.
The Your Guide to 529 College Savings Plans presentation is tailored to families and individuals looking for ways to save for college. A 529 college savings plan can provide a flexible way to prepare for the future with valuable tax-advantages. This webinar will discuss available options, plan limitations, restrictions and much more. For detailed information on the tax-advantages of a 529 college savings plan, individuals should consult their tax professional.
“Paying for higher education can be a considerable expense, and a 529 savings plan is a great way to successfully plan for it,” said Teresa Campbell, SDCCU president and CEO. “SDCCU is happy to provide this free webinar as an educational resource to help students and their families plan for a successful financial future.”
The webinar is part of Financial Wellness Wednesdays, an ongoing program hosted by SDCCU, to help provide the community access to free financial wellness information. For a complete schedule of upcoming Financial Wellness Wednesdays webinars, visit sdccu.com/fww.
SDCCU is one of the nation’s top credit unions, proudly serving the financial needs of customers in Southern California counties including Imperial, Los Angeles, Orange, Riverside, San Bernardino, San Diego, San Luis Obispo, Santa Barbara and Ventura. SDCCU has assets of more than $12 billion, over 433,000 customers, more than 40 convenient branch locations and 30,000 surcharge-FREE ATMs. SDCCU provides breakthrough banking products that meet the demands of today’s lifestyle and delivers banking services that save customers money. SDCCU is leading the way, offering FREE Checking with eStatements, SDCCU mobile banking, mortgage loans, auto loans, Visa® credit cards and business banking services. Federally insured by NCUA. Equal Housing Opportunity. NMLS #580585. www.sdccu.com