| Description: | 
Webinar: Introduction to 529 Plans
Here’s an opportunity for you to learn about 529 plans — at no cost and no obligation.
Topics include:
- What is a 529 plan
- Features of a 529 plan
- Changing education expenses
- Educations savings options
- Student loans and financial aid
Presented by John C Marek, MBA, AIF®, LPL Financial Advisor.
Reserve your virtual seat NOW.
CONTACT MEMBERS FINANCIAL SERVICES
Please note the chat function on the SLFCU website is for credit union business only. To reach MEMBERS Financial Services:
- If your closest SLFCU branch is Juan Tabo: call 505.237.3930 for an appointment.
- If your closest SLFCU branch is Animas Central, Animas East, Edgewood, Kirtland, Paseo, Tech Park, Livermore, Rio Grande Crossing, or Rio Rancho: call 505.237.7330 for an appointment.
- If your closest SLFCU branch is Cottonwood, Jefferson, or Los Lunas: call 505.237.7630 for an appointment.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal and state tax laws. Contact your attorney, tax professional, or other financial professional regarding your specific legal, investment or tax situation. Some states offer favorable tax treatment to their residents only if they invest in the home state's own plan.
Investors should consider before investing whether their or their designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualifies tuition program, such as financial aid, scholarship funds, and protection from creditors, and should consult their tax advisor.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or tis licensed affiliates. Sandia Laboratory FCU and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives or LPL offer products and services using MEMBERS Financial Services, and may also be employees of Sandia Laboratory FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Laboratory FCU or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency - Not Credit Union Guaranteed - Not Credit Union Deposit or Obligations - May Lose Value |
The LPL Financial registered representative(s) 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.
Sandia Laboratory Federal Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
LPL Financial Form CRS
628094-01-02
|
