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DTSTART;TZID=America/Indiana/Indianapolis:20260715T140000
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SUMMARY:Trump Accounts: What Families Need to Know
DESCRIPTION:Join us via Zoom for a discussion on how families can help the next generation build a strong financial foundation using emerging planning strategies. \nMany parents and grandparents want to support their children and grandchildren’s long-term financial security\, but aren’t always sure which tools are most effective. \nIn this session\, Celina Ochoa\, CFP®\, Wealth Advisor at Haynie Wealth\, and Cassie Gonzalez\, CPA\, Tax Manager at Haynie\, will walk through the recently enacted Trump Account provisions and how they may fit within a broader family financial plan. \nThe discussion will cover the fundamentals of Trump Accounts\, including eligibility requirements\, contribution rules\, tax considerations\, and key planning opportunities families may want to evaluate. \nAttendees will gain practical insight into how Trump Accounts compare with other savings and wealth transfer strategies\, where they may fit within a family’s overall planning approach\, and how thoughtful planning today can help prepare future generations for greater financial responsibility. \nEvent Details \nDate: Wednesday\, July 15\nTime: 2:00 PM – 3:00 PM CDT\nLocation: Zoom Webinar \nTopic Highlights \n\nUnderstanding Trump Accounts and their role in family planning strategies\nEstate planning basics and common missteps\nGifting strategies\, FLPs\, and highly appreciated assets\nReal estate transfers and step-up in basis planning\nBusiness succession and multi-generational wealth planning\n\nRegister Today!
URL:https://www.hayniecpas.com/event/trump-accounts-what-families-need-to-know/
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