Setting Kids Up for Financial Success | Bluespring Wealth Webinar

Planning for a child’s financial future comes with a number of options. Understanding how those accounts differ can be a helpful first step when considering how they may fit into a family’s broader financial plan. In this educational webinar, Logan Gilland CFP® and Michele Daniher CFP® of Bluespring Wealth River Valley discuss several savings and investment options available to families, including: • An overview of Trump Accounts and key features families should be aware of • How 529 plans are commonly used when saving for education • An introduction to custodial accounts and how they work • Other considerations when saving and investing for children • Questions families may want to discuss with their financial and tax professionals This webinar is intended for educational purposes only and does not provide individualized financial, investment, tax, or legal advice. ----------------------------------------------- Investment advisory services offered through Bluespring Wealth Management, LLC (BWM), a registered investment advisor. Bluespring Wealth is a network of affiliated firms including BWM. Bluespring Wealth does not offer tax or legal advice. The views expressed herein, including those of guests not affiliated with Bluespring Wealth, reflect the opinions of the author or speaker as of the date of publication, are not statements of fact, and are subject to change without notice. This communication is provided for informational and educational purposes only, does not constitute investment, tax, or legal advice. Any references to specific securities, products, or services do not constitute a recommendation or endorsement. All forward-looking statements and projections are subject to uncertainty and should not be relied upon as predictions of future results. All investments involve risk, including the possible loss of principal. Past performance of any security, index, strategy, or market is not indicative of future results. Any index performance referenced herein is provided for informational context only; indices are unmanaged, do not incur fees, and are not available for direct investment. Diversification and active management do not guarantee a profit or protect against loss in declining markets. Statistical data attributed to third parties is believed to be from reliable sources but has not been independently verified. Bluespring Wealth complies with the requirements of the SEC’s Marketing Rule with respect to the payment of referral fees or other compensation to promoters.​