Join financial advisors Matthew Gwartz and Emily Anderson for a virtual session on how to save for your children and give them a meaningful financial head start.
We’ll cover 529 education savings plans, as well as other lesser-known options—such as custodial accounts (UTMA/UGMA) and additional strategies—that can help you build wealth for your kids over time.
There will also be time for Q&A, so bring any questions you might have or submit them ahead of time to make sure they get answered.
Details:
Thursday, April 23
9am PT / 12pm ET
Virtual Webinar (feel free to bring your breakfast or lunch!)
This is a free event, but RSVPs are required by 5pm PT / 8pm ET the day before. A Zoom link will be emailed to all registered attendees in advance.
By signing up for this event, you agree to receive email from Mom Crew and Emily Anderson. You may unsubscribe at any time. If you would like to join without opting in, please email Mom Crew.
Emily Anderson and Matthew Gwartz are financial advisors and parents who are passionate about helping families achieve their financial goals and design the life they want.
They focus on providing clear, accessible education around financial planning so people feel informed and confident in their decisions.
Their goal is to create a safe, judgment-free, and pressure-free environment where individuals and families can openly discuss their finances and long-term goals—without the typical industry jargon.
They partner with clients to turn their goals into reality through a collaborative, long-term relationship.