Client Resources

Schedule a Call
  • June 28, 2022

Family Education in Your Estate Plan

Back
Subscribe


If you’re estate planning, don’t miss out on the benefits of a 529 plan. Today, Paul explains what these plans are and why you should consider this tax-advantaged investment vehicle if you or your family may have education expenses. Later in the episode, Paul talks about how career counselors can help you navigate through the job world.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Share
Schedule a Free Call

More to explore

For more information about what we do, schedule a 15-minute chat with an advisor.

Schedule a Call

PWI

About

Contact Us

All Locations

MEDIA

Blog

Videos

Audio

CLIENT SERVICE

Client Resources

Become a Client

Connect

Facebook-f Twitter Youtube
Schedule a Call
PHONE : 615-851-1950 (main office)
Fax : 615-851-4597
Email : contact@paulwinkler.com
Main Office : 3050 Business park Circle Suite 503 | Goodlettsville, tn 37072
See our other locations
Copyright 2019-2028 Paul Winkler, Inc. All Right Reserved
The contact of this website is protected by application copyright laws. No permissionis granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.

Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.

Disclosure links:

Broker Check

Form CRS

Privacy Policy

Form ADV Part 2A

Subscribe by email