Upcoming Webinars

America Saves Week

FPO

Saving For That Big Purchase.

Join Tami Noll Russo, CPA, CFP, and member of Pennsylvania Institute of CPAs, as she offers tips on how to save for some of the big purchases in life – a house and a car. She will cover budgeting ideas and provide steps to make those purchases and not end up in debt.


Savings 101

Whether you're saving for something specific or establishing an emergency fund, you should have a plan to accomplish your goals. Diane Powell, Director of Communications, Pennsylvania Credit Union Association, will cover why it's important to have savings accounts and provide strategies to achieve desired results. You'll get the opportunity to make a pledge to save for America Saves Week.


Saving for Higher Education.

The Pennsylvania 529 College Savings Program offers two plans and many investment options that have helped over 180,000 families of all income levels answer one of their biggest financial concerns- how to afford college.

A few of the topics you'll hear about include: How you can save for college and save on your Pennsylvania income taxes, how you can avoid paying any federal or state income taxes on your college savings growth, how you can save for college with little impact on your chances for financial aid, how you can save for a semester of college today and cover a semester in the future no matter when or how much tuition has gone up in the meantime, and how saving can be made easy.

This webinar will be conducted by Kelly Dunkle, Program Representative from the Pennsylvania Treasury Department.


Show Me My Money

During this webinar, participants will be empowered to take charge of their financial well being and to follow the proper steps towards saving for a better future. This presentation helps participants become aware of the "why behind the buy," and how to identify spending habits, set financial goals and develop spending plans that make sense. This presentation will be conducted by Soneyet Muhammad, Senior Education Program Manager at Clarifi. Clarifi is a trusted nonprofit organization that helps people identify and secure their most important assets through personal financial counseling and education.


Teach Children to Save

This workshop will teach you how to raise a money-savvy kid. Help your kids learn the difference between wants and needs, and get them thinking about their financial goals. It is open to parents or guardians with children of all ages!

The Teach Children to Save webinar will be conducted by the Pennsylvania Bankers Association.

College Savers

FPO

Saving for College with the PA 529 College Savings Program

The Pennsylvania 529 College Savings Program offers two plans and many investment options that have helped over 150,000 families of all income levels answer one of their biggest financial concerns - how to afford college. Learn about 529 plan basics, including the tax benefits, financial aid impact, and setting savings goals and have your questions answered by one of our Program Specialists.


Account Owners

FPO

Using Your Pennsylvania 529 Guaranteed Savings Plan Account
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PA 529 GSP Account Owners: Learn how to lower your fees by as much as 20%
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PA 529 IP Account Owners: Learn how to lower your fees and avoid paying the annual account maintenance fee
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Using Your Pennsylvania 529 Investment Plan Account
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Employers

FPO

Enhancing Your Employee Benefits through the Pennsylvania 529 College Savings Program

Join Pennsylvania Treasury's college savings experts to help your organization enhance its suite of benefits while addressing one of the major financial concerns your employees may have. The PA 529 College Savings Program's is a no-cost, easy-to-implement benefit.

Financial Industry

FPO

An Advisor's Guide to the PA 529 College Savings Program - Earn 1.00 hour CFP© continuing education credit

Saving for college has become difficult for many families. As a financial professional, you can provide families and clients with the important information needed to help make college more affordable and accessible for their loved ones.

Webinar topics will include the benefits and basics of the PA 529 College Savings Program, the difference between the PA 529 GSP & PA 529 IP, additional support offerings for financial professionals, and much more.

As a pre-approved program with the Certified Financial Planner Board of Standards Inc., 1.00 hours of continuing education will be available to CFP© professionals who participate.

For more information or to schedule a webinar, please call 717-772-5000 or email us at PA529@patreasury.gov.

The Pennsylvania 529 College Savings Program sponsors two plans - the PA 529 Guaranteed Savings Plan (GSP) and the PA 529 Investment Plan (IP). The guarantee of the PA 529 GSP is an obligation of the GSP Fund, not the Commonwealth of Pennsylvania or any state agency. Before investing in either plan, please carefully read that plan's disclosure statement to learn more about that plan including investment objectives, risks, fees, and tax implications.

If you are not a Pennsylvania taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in that state's qualified tuition program.