Financial Literacy Month
April is Financial Literacy Month and the Pennsylvania Treasury Department wants to provide resources for families looking to make smart money decisions. We are partnering to offer two webinars dealing with personal finance.
- Tuesday, April 25, 2017 12:00 PM – 1:00 PM EST – Banking Basics
Banking Basics is an overview of how banks and credit unions work. We also discuss the differences between types of accounts, the importance of balancing accounts, what to do if you have had banking issues in the past, what types of questions you should ask before opening an account, and what deposit insurance does and does not cover. Presented by Katrina Boyer with the Pennsylvania Department of Banking and Securities.
- Thursday, April 27, 2017 12 PM – 1:00 PM EST – Understanding Your Credit Report
Participants learn the importance of using credit responsibility and the factors that lenders use to determine the creditworthiness. We offer information on how to obtain, read, and correct information on a credit report and teach the necessary steps to establish credit and improve credit score. Presented by Joseph Wehr with Clarifi.
Saving for College Isn't Impossible...All You Need is a Plan
The Pennsylvania 529 College Savings Program has the plan you need. The program offers two plans and many investment options that have helped over 205,000 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.
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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The HR Office as a Financial Resource: Implementing College Savings as a Voluntary Benefit
This webinar provides HR Professionals with an overview of the PA 529 College Savings Program and its PA 529 at Work outreach, while providing 1.25 hours of HRCI Pre-Approved CE credit. The presentation covers the current landscape of college affordability, why a college education is important, and how employers can support employees that want to save in the same manner as a retirement account. Offering a 529 plan as part of an existing benefit package is simple and inexpensive because the employer's role is usually limited to employee education and payroll deduction arrangements.
The PA 529 College Savings Program is a no-cost, easy to implement voluntary benefit administered by the PA Treasury Department. Learn how we can help your company develop a plan to implement this voluntary benefit to employees, assist your HR/Payroll department with a tailored communications plan, and answer any questions your employees may have. The PA 529 at Work outreach team is available to provide your workplace with information on the benefits and best ways to save for college with the PA 529 College Savings Program, including direct deposit programs.
The presentation covers the following topics in greater detail:
- The benefits of saving for college with a 529 plan
- How to implement the PA 529 at Work program in the workplace.
- Resources available to support the program roll-out
- How to teach staff about opening a 529 account and payroll deduction
Learn about the PA 529 at Work and how you can enhance your company’s benefits package with the PA 529 College Savings Program. You may also learn more by emailing PA529@patreasury.gov or by calling 717.772.5000. Find additional resources at www.PA529.com.
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.