Trump Accounts: What are they and how can they help improve financial wellness? What is the role for employers?

Trump Accounts offer new strategies for today’s families to plan for a child’s financial future. Join Sarah Bhagwandin and April Fortner and Josh Anderson from Raymond James for a timely discussion on the value proposition offered by Trump Accounts, the opportunity for employers and practical planning considerations for families and employers.

This educational session will provide an up-to-date review of the guidance on Trump Accounts and explore how both employer-sponsored and private wealth solutions can play a role in supporting the next generation.