This webinar will be presented by a BALANCE Financial Educator

SAN DIEGO, Calif. (September 10, 2024) - San Diego County Credit Union® (SDCCU®), one of Southern California’s largest locally-owned financial institutions, in celebration of National College Savings Month will present a free educational webinar titled “Your Guide to 529 College Savings Plans” on Wednesday, September 18 at 12:00 p.m. The webinar will be hosted by BALANCE Financial Educator Colleen Geraghty. This webinar is open to the public, but virtual seating is limited and reservations are required. For webinar details and to register, 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.

“Higher education expenses continue to rise and can be a considerable expense for families and students. A 529 savings plan is a great way to successfully plan for this expense,” said Teresa Campbell, SDCCU president and CEO. “SDCCU is happy to provide this free webinar as an educational resource to help 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 and ranked a top credit union in California in 2024 by Forbes. SDCCU proudly serves 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 more than 437,000 customers, 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. Membership required. Equal Housing Opportunity. NMLS #580585. For more information, visit www.sdccu.com.
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