Educational Webinar Series
Plan for Your Child’s Financial Future
Join our webinars on college planning using 529 plans, custodial accounts, VULs and more to secure your child’s financial future with confidence.
Click to register for upcoming webinar
Plan your attendance and stay informed with our expert-led educational sessions on juvenile and college financial planning.
| Date | Webinar Topic | Time |
|---|---|---|
| Thursday, December 4, 2025 | Financial Instruments for College Saving | 6:00 PM – 7:00 PM |
| Tuesday, December 9, 2025 | Custodial Accounts Explained: UGMA and UTMA | 6:00 PM – 7:00 PM |
| Thursday, December 11, 2025 | VULs for Children’s Future: Pros and Cons | 6:00 PM – 7:00 PM |
| Tuesday, December 16, 2025 | Building a Family Financial Plan: Key Considerations | 6:00 PM – 7:00 PM |
Webinar Features & Benefits
Empowering Families with Financial Knowledge
Our educational webinars provide families with the tools and insights needed to make informed financial decisions for their children’s future. Each session is designed to address key topics in juvenile and college financial planning, ensuring you gain practical knowledge and actionable strategies.
529 College Savings Plans
Discover how 529 plans can maximize your education savings with tax advantages and flexible options for your child’s future.
Custodial Accounts (UGMA/UTMA)
Gain clarity on custodial accounts, their role in building assets for minors, and how they fit into your broader financial plan.
Variable Universal Life (VUL) Policies
Explore the unique advantages of VULs for juvenile planning, including both protection and long-term savings potential.
Trust & Estate Planning Essentials
Learn how trusts and estate planning tools can safeguard your child’s financial security and future aspirations.
Secure Your Child’s Financial Future
Join our expert-led webinars to gain valuable insights into college planning, 529 plans, custodial accounts, VULs, and more. Take the next step towards financial security for your family with trusted guidance from Catherine Ossikine, Juvenile Financial Advisor.