Description

Setting the next generation up for financial success starts with intentional planning today. This symposium will focus on strategies to alleviate future financial burdens for children, including education savings accounts, custodial investment accounts, and trust planning. Panelists will discuss how to use tools such as 529 college savings plans, UGMA/UTMA accounts, and other investment vehicles to help children build assets before adulthood. The session will also highlight ways to instill financial literacy skills early so young people can confidently manage the resources entrusted to them.

Topic Focus Areas

• 529 College Savings Plans and alternatives
• Custodial investment accounts (UGMA/UTMA)
• Setting up trust funds for minors
• Teaching financial literacy to children and teens
•  Building intergenerational wealth through early planning

Symposium Goals

This series seeks to give Haitian professionals, entrepreneurs, and families the knowledge, tools, and confidence to make informed financial decisions, build sustainable wealth, and create a lasting economic impact in their communities.

Partners

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This event is open to the public and will be broadcast as a live stream on the platforms below:

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