Eager to get a head start on your new year's resolutions? Join us for the first Speaker Event of 2025 focusing on investing for your child's future! This insightful session will feature Kelly Palmer, CFA. We'll explore the pros and cons of 529 plans, alternative account options like UTMA, custodial Roth, taxable accounts, and provide a practical framework to determine how much to save for college or other important goals. Gain the tools and confidence to make informed financial decisions for your family’s future!
This free, virtual event is for members only.
Registration required: https://us02web.zoom.us/meeting/register/tZMsf-2uqTwpHt2L3ACTbbt8NVVEVmDzaqgq
About the Speaker
Hi! I’m Kelly Palmer, CFA and I’m on a mission to financially empower parents. I put my over a decade of financial experience to the test in 2021 when I quit my job as a 30-something C-suite executive to take a real break. I must have had too much time on my hands because I later found out I was going to get a new job title, Mom. The birth of my son inspired the idea for my financial planning firm focused on helping new parents. Today my advice-only financial planning firm, The Wealthy Parent, helps provide unbiased advice and a calm environment to support each family’s unique investing journey. Whether it’s speaking with local moms groups, working with individual families, or sharing my insights with the Wall Street Journal or Bloomberg I am here to educate and empower.
