Investing for Your Beneficiaries, Kids & Grandkids

Name: Investing for Your Beneficiaries, Kids & Grandkids
Start: 2025-10-10T13:00:00-04:00
End: 2025-10-10T14:30:00-04:00
Location: 4520 California Road, Orchard Park, NY, United States, New York 14127

Schedule

Fri Oct 10 2025 at 01:00 pm to 02:30 pm

UTC-04:00

Location

4520 California Road, Orchard Park, NY, United States, New York 14127 | Orchard Park, NY

University Express Presentation by Paul Hutchings
Learn how to secure your family’s financial future with this focused class on investing for the next generation. We’ll explore practical strategies for your current investment portfolios while also looking at building new investment accounts tailored for children and grandchildren, including custodial accounts, 529 college savings plans, trusts, and gifting techniques. Discover how to leverage tax advantages, set clear financial goals, and instill smart money habits in young beneficiaries.
To register for this presentation: call 716-662-6452, OR fill out a UE registration form at the front desk, OR register at myactivecenter.com under "1:00 PM University Express."