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We regularly host seminars and webinars designed to help you make informed financial decisions. Take advantage and expand your financial knowledge.
Wednesday, November 4, 12:00 PM - 01:00 PM
Please join us for a conversation about 529-to-Roth IRA rollovers and Trump Accounts, including how these accounts work, who may benefit, and what families should consider when incorporating them into a broader investment plan. Whether you are saving for a child or grandchild, this webinar will help you understand the new opportunities and considerations.
This seminar is sponsored and financially supported by Nuveen. This event is educational in nature – no company specific products will be discussed. IMPORTANT PARTICIPANT INFORMATION.
The webinar you will be registering for will be hosted by Wells Fargo or an affiliate but will be delivered on a third-party platform and may include invited non-affiliated guest speakers. Other participants will be able to see your name or image if you provide it when signing into the event. Please review our privacy and security policies: https://www.wellsfargo.com/privacy-security. Event Link: https://teams.microsoft.com/meet/243677585199375?p=977226267997239262 Meeting ID: 243 677 585 199 375 Passcode: 69269263
Please also review the terms & conditions for the third party website hosting the event. We have provided this link for your convenience, but do not endorse and are not responsible for the content, links, privacy policy, or security policy of this website. If you have any questions or concerns, please contact the sender of this invitation.