Description
There’s been a lot of talk lately around “Trump Accounts,” and understandably a lot of questions.
What are they? Who qualifies? And more importantly, are they actually something worth paying attention to or just another headline?
Brian Simon and I will be hosting a short session to walk through how these accounts actually work and what we know so far.
We’ll cover:
• Who qualifies and the $1,000 federal seed deposit
• Contribution rules and employer involvement
• Investment and withdrawal rules
• What’s been finalized and what is still evolving
This is especially relevant for families with younger children, particularly those born between 2025 and 2028.
The goal is to give you a clear, practical understanding so you’re better prepared as more details continue to roll out.
Date and Time
Wed, Apr 29, 2026
4:00p - 5:00p EST
Location
Virtual Event
Note
This session will be hosted live via LinkedIn. After registering, you will receive a link to join the live stream.
Registered Representative and Financial Advisor of Park Avenue SecuritiesLLC (PAS). OSJ: 14021 Metropolis Ave., Fort Myers, FL. 33912. 239-561-2900 Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Doctors Wealth Care and Alliance Financial Group are not an affiliate or subsidiary of PAS or Guardian Bart Singleton - AR insurance LIC# 15947641. CA insurance LIC# OH41858 - Brian Simon - CA Insurance License #0G10296