Description
What if a few smart decisions today could create opportunities for your children or grandchildren for decades to come?
Join us for an educational webinar with Kent Clifton, CFP®, Financial Advisor with First Choice Advisors, as we explore practical strategies to help the next generation build a stronger financial future.
During this informative session, you'll learn:
- Why starting early matters and how compound growth works over time
- How to match savings strategies with your family's goals
- 529 Plans, UTMA accounts, and Roth IRAs for kids
- New opportunities available through Trump Accounts (530A IRA)
- Approaches for aligning savings strategies with education, homeownership, retirement, and other future goals
Whether you're a parent, grandparent, or simply looking for ways to make a meaningful financial impact on a child's future, this webinar will provide valuable insights and practical ideas to consider.
Kent Clifton, CERTIFIED FINANCIAL PLANNER® professional and Retirement Planning Specialist, from the First Choice Advisors team will be presenting this 45-minute webinar to help you understand strategies for helping children and grandchildren build financial security.You'll learn how starting early, leveraging tax-advantaged savings vehicles, and making informed planning decisions today may help create greater opportunities for future generations.
Reserve your spot today and start investing in their future.
Wednesday, October 21 at 12 p.m. ET
Thursday, October 22 at 4 p.m. ET
Upon sign up, we will provide you with the link for this online session.
Can’t make the scheduled times? Register and we’ll make other arrangements to go over this material.
CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the CFP® and CERTIFIED FINANCIAL PLANNERTM certification marks in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.AGE-9104719.1(09/26)(exp.09/30)
Date and Time
Thu, Oct 22, 2026
4:00p - 4:45p EST
Location
Zoom
Note
You will receive a link upon sign up.