This free webinar will provide an overview of the recently introduced “Trump Accounts,” including who may be eligible, how they work, and key considerations around taxes and contribution limits.
If you have a child, grandchild, or family member under 18, these accounts may offer a new way to save for the future. We’ll also discuss what is currently known about how these accounts are structured, including details around initial funding and the potential $1,000 credit available to some families.
Finally, we’ll place these accounts in the context of other savings strategies—such as 529 plans and custodial accounts—and explore how they may fit into a broader approach to planning for your family’s future.
Event Date: June 16, 2026
Event Time: 7 pm EDT – 7:45 pm EDT
Register for this free Session!
Presenter: Alex Greer – CFP® Associate Wealth Advisor
Alex serves as an Associate Wealth Advisor at Pathfinder Wealth Consulting, where he works closely with clients on financial planning and long-term wealth strategies. A CERTIFIED FINANCIAL PLANNER™ professional, Alex enjoys helping individuals and families navigate important financial decisions and plan for future generations.