Whether they want to grow up to be a farmer or a firefighter, as parents and grandparents we want to support them and their dreams, as best we can.
Glendale Area Schools Credit Union and our Financial Advisors, Trevor Kleineahlbrandt or Michael Hefner, can help you; help your children and grandchildren by:
Discussing the different plans available and uncovering what’s best for your family:
- 529 Plans**
- Coverdell Education Savings Accounts
- UGMA & UTMA Custodial Accounts for Minors
Answer frequently asked questions by Grandparents
- Will Medicaid count my Grandchild’s 529 plans as a part of my assets?
- Can I access the money in the event of an emergency?
- Can a 529 plan affect my grandchild’s chance of receiving Financial Aid?
To learn more about higher education planning needs, contact Trevor or Michael today to schedule a free, no-obligation appointment:
- Call 818.658.2360 to speak with a Financial Advisor
- Visit your local branch
Registered representatives of Western International Securities, Inc, member FINRA/SIPC. Western International Securities and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with other entities named. Products and services offered through Western International Securities *Are not insured *are not guaranteed by any Credit Union * may lose value.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
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