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Investing in Your Child’s Future (Webinar Recording)

Parents often want to invest in their children’s future but are unsure of the best options. Without proper guidance, they may miss out on opportunities to build wealth for their child’s education, future home purchase, or other financial goals.

This seminar explores different ways to invest in a child’s future, including custodial accounts, 529 plans, and education savings accounts. Participants learn how to choose the right investment vehicles based on their goals and time horizon, as well as how to balance investing for their child with other financial priorities. Viewers will leave with a clear plan to invest in their child’s future, ensuring they can provide financial support for their child’s goals without sacrificing their own financial security.

To download a copy of the transcript, click here.

Have questions? Need help? Call the CAPTRUST at Work Desk at 800.967.9948, or schedule an appointment with a retirement counselor today.

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This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.