02 Sept
529 PLANS: Education, Gifting and Estate Considerations

Description

Kick off the school year by investing in the future! We all know the cost of higher education is soaring and student loans can be crippling to a person’s future.

Join us as our guest featured speaker, Ryan Trujillo of Capital Group, goes over 529 Plan basics as they relate to your overall financial picture, the additional benefits above and beyond helping your family with education!

He will also touch on how Capital Group partners with Sunrise Financial to help you get the most out of your 529 investment dollars.

To RSVP please call 206-420-8520 or email us at events@sunrisefinancial.net

Date and Time

Wed, Sep 02, 2026

11:00a - 12:00p PST

Location

Sunrise Financial Services

PT1H

Advisory services and insurance products and services are offered through Sunrise Financial Services, LLC an SEC Investment Adviser. Securities offered through Madison Avenue Securities, LLC, Member FINRA/SIPC. Sunrise Financial Services, LLC and Madison Avenue Securities, LLC are separate entities, independently operated. Sunrise Financial Services, LLC, Capital Group, and Ryan Trujillo are not affiliated. Sunrise Financial Services, LLC may earn a fee on Capital Group products sold, but are not compensated by Capital Group directly.

Event Registration

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