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Bailey Wealth Events

Whether it’s an educational webinar, keeping up with current trends, or discussing some other topic, Bailey Wealth Services is dedicated to providing pertinent and timely information to our clients. Along the way, we like to have some fun, too. Click the events below to read more. If any of the events below look pique your interest, please give us a call or send us an email. We’ll be happy to add you to our guest list.

JUNE WEBINAR10 Myths About 529 College Savings Plans

Date and Time:
Thursday, June 17, 2021
6:30p-7:30p

Location:
Zoom

From John Hancock Investment Management.

What is a 529 plan? Is it a good way to save for your child’s education?

Topics include:

ƒ Who can fund a 529 account and who can benefit
ƒ The impact of a 529 account on financial aid
and scholarships
ƒ Whether it makes sense to choose your
state’s plan
ƒ The types of schools your child can select
ƒ The legacy benefits of a 529 account

John Hancock Investment Management is not affiliated with Bailey Wealth Services or LPL Financial.

Contact

MAIN OFFICE
1604 Hewitt Ave., Suite 704
Everett, WA 98021
WORKING HOURS
Mon-Fri: 9am-5pm

Previous Events

MAY WEBINAROrganizing Your Financial Records

From MFS

Date and Time:
Thursday, May 20, 2021
6:30p-7:30p

Location:
Zoom
Did you miss this event? Catch up with our blog recap here!

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