This webinar will be presented by BALANCE Financial Educator, LauRae Upchurch
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.
“A 529 savings plan is a great way to successfully plan for higher education,” said Teresa Campbell, SDCCU president and CEO. “With household expenses continuing to rise, college can be a considerable expense for families and students. 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 was named one of America’s Best Regional Credit Unions in 2026 by Newsweek and voted San Diego’s BEST Credit Union for 2026 in The San Diego Union-Tribune Readers Poll. 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 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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