Trojan Wealth: Tax-Advantaged Educational Savings Plans

May 29, 2025 12:00 - 13:00 PST

Join Jimmy Suh, Trojan Wealth Management Financial Advisor, to explore the benefits of a 529 College Savings Plan and how it can help you achieve your education savings goals.

What You Will Learn

  • How 529 plans work and their tax advantages for education savings.
  • Strategies to maximize your contributions and grow your investment.
  • The flexibility and benefits of using a 529 plan for qualified education expenses.

Register Now!

Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. USC Credit Union, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies.

Not FDIC/NCUA insured | No Financial Institution Guarantee | May Lose Value