In our May session, we will focus on an important planning topic: Overfunded 529 Plan Strategies.

To guide the discussion, we are pleased to welcome Caleb Griffith, our valued advisor, who will share thoughtful insights and practical strategies to help families plan with intention when education savings exceed expected needs.

Event Details
Thursday, May 21st
1:00 PM ET Zoom
Featuring guest speaker Caleb Griffith

At Townsend, we believe informed families make stronger decisions, both for today and for the future.

We look forward to welcoming you and supporting you and your loved ones as you continue building a solid foundation for the years ahead.