Events
Upcoming Events
June 9, 2026
4:00p - 4:45p
Zoom Webinar
Protecting What You've Built: A Live Demo with Carefull
A live demo followed by question and answer session with our partners at Carefull, exploring how technology can help protect you and your loved ones from financial fraud and exploitation.
Rachel Hodge Horowitz is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by this individual is no way related to Cetera Wealth Services, LLC or its registered representatives. This workshop is purely educational. No products or services will be offered for sale and there is no obligation.
August 11, 2026
4:00p - 5:00p
Zoom Webinar
Back By Popular Demand: Advanced College Savings Concepts
Learn how to make the most of your college savings. This free Zoom webinar will cover advanced strategies for using 529 plans, key updates to education funding laws, and how families can incorporate tax-efficient planning into their broader financial goals. Ideal for parents, grandparents, and beneficiaries alike.
Geoff Williams is not affiliated with Cetera Wealth Services, LLC.
This workshop is purely educational. No products or services will be offered for sale and there is no obligation.
Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing.
Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.