Make your kids (and your money) work for you!


On May 3rd (This Saturday!) Our CEO, Jill Banner will be speaking on the topic of CESAs at iPlanGroup’s event “Tax Strategies & Wealth Building in Today’s Economyâ€.

What is a CESA you ask?

(C) Coverdell

(E) Educational

(S) Savings

(A) Account

In Jill’s presentation she will be giving you very useful information about how to build your child’s CESA account.  This is one, among many methods that Jill will be covering on the topic of helping your child learn about the world of investing, and saving for their future. Our children will be running this country someday, so let’s get them started off the right way!

We hope to see you all at this awesome event!
Click the link below for more the full list of presenters and how to register! It is only a few days away, you don’t want to miss it.

Happy investing!

Sincerely,

Your friends at iPlanGroup