Broker Check
05 June
Coffee Chat with Daniel - Saving for Children

Description

We are excited to invite you to Vintage Financial's June "Coffee Chat" webinar, where we dive into the questions we get asked all the time over your morning cup of coffee! 

Join us from the comfort of your home or desk - Friday, June 5th | 9:00 - 9:30 AM
Topic: Saving for your Child's (or Grandchild's) Future!

This month we will have Anna, our Director of Operations and mom of 2 young boys, asking Daniel all about different ways to save for kids (or grandchildren). 

Daniel Ronis, our wealth advisor for clients in their Accumulating life stage, will cover the soon-to-launch Trump Accounts — including who qualifies and how they work — alongside other popular savings strategies like 529 plans, custodial accounts, and Roth IRAs for young earners. Whether you're just starting to think about this or looking to optimize what you already have in place, this conversation will have something for you.

This event is open to all clients, family, and friends — feel free to share!

Please join us here: https://us02web.zoom.us/j/86115083572

Date and Time

Fri, Jun 05, 2026

9:00a - 9:30a EST

Location

Online Zoom Webinar

PT30M

Event Registration

Will you be able to attend this event?