From College to Legacy:  Saving for Children & Grandchildren

From College to Legacy: Saving for Children & Grandchildren

Overview

Explore financial strategies for supporting the next generation. This seminar will help parents and grandparents understand their options

How can you help your children or grandchildren build a stronger financial future? Join ProsperLane Financial for an informative seminar exploring practical strategies for education savings, investing, gifting, and inheritance planning. We’ll discuss 529 plans, Trump Accounts, custodial accounts, Roth IRAs for minors, permanent life insurance, and other tools families can use to support the next generation.

Whether you’re saving for college, helping a young person begin investing, or planning how to leave a meaningful legacy, this seminar will help you better understand your options and choose strategies that align with your family’s goals.

Good to know

Highlights

  • 1 hour
  • In person

Location

ProsperLane Financial

5116 Gateway Street Southeast

#101 Prior Lake, MN 55372

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