Description
Please join us for an educational webinar exploring the new Trump Account program and what it could mean for families saving and investing for children. We'll discuss how these accounts work, eligibility requirements, contribution rules, potential tax advantages, and how they compare to other popular savings vehicles such as 529 plans, Roth IRAs, and custodial accounts. You'll also learn about current uncertainties surrounding the program and key considerations before incorporating Trump Accounts into your family's financial strategy.
Whether you're a parent, grandparent, or simply interested in new planning opportunities for the next generation, this session will provide a practical overview to help you understand the potential benefits and limitations of these accounts.
Forward this to anyone interested in learning more!
Date and Time
Wed, Jun 10, 2026
11:30a - 12:00p EST
Location
Zoom Webinar (https://zoom.us/meeting/register/qMzQbn9RQMKCFvseoVtsQw)
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 930 East 66th St, Indianapolis, IN 46220. 317-255-4044.
Michael Piechocki and Jaclyn Main are Registered Representatives who offer Financial Planning & Consulting Services completed through a separate agreement from the Investment Management Services Agreement. For a full description of Consulting Agreement Program services and associated fees, please refer to the Cetera Investment Advisers LLC Form ADV Part 2A and client advisory agreement for additional platform, strategist or any related fees that may apply. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Cetera Wealth Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advise