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Participant Webinar: Saving for College & Retirement
Saving for both college and retirement can be a daunting task. It’s easy to feel like these huge financial goals are in competition with one another. How does one prioritize? Let’s explore the challenges of saving simultaneously for multiple family goals. SRP's very own Zach Morris (Financial Advisor, Providence RI) will offer specific strategies and tools - especially around 529 accounts, college cost trends, and student debt management - that can help you prepare more effectively.


Securities offered through LPL Financial, Member FINRA*/SIPC**. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Global Retirement Partners, Strategic Retirement Partners and LPL Financial are separate entities from T. Rowe Price.


Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

*finra.org
**sipc.org

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

May 12, 2020 12:00 PM in Central Time (US and Canada)

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Sarah Krapec.