Disclosures
Kristin Pfeiffer is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV, WY.
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Legacy isn't built overnight. It's preserved with intention. Now is the time to explore tax-considerate strategies for transferring wealth, before opportunities shift. A well-structured legacy plan helps protect your assets and shapes your impact.
Happy 529 Day! A 529 plan can help you bring far-off goals into focus and it can be used for a variety of qualified education expenses. Contact me to learn more about planning and saving for your child’s education needs.
Kristin Pfeiffer - RBC Wealth Management - Seminars & events
Thursday May 29th is "529 Day" and to celebrate we are hosting a webinar on "Saving for Education". Education can be one of the most important investments in a child’s future - as well as one of the larger expenses for parents and families. During this webinar, we will share how a 529 plan can help you save for a variety of education expenses, the key considerations for setting up and funding a 529 plan and information on the recently added 529 Roth IRA rollover option. https://us.rbcwealthmanagement.com/kristin.pfeiffer/seminars-events
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