Client Webinar:
529 Savings Plans
Tuesday, October 4, 2022 
12:00 PM ET

Hosted By:
James Washington II
Senior Financial Advisor
Seventy2 Capital Wealth Management

Meeting ID: 991 4630 3731
Passcode: 318931
Support a lifetime of learning. Help meet your family’s education needs, at any stage of life.
Enjoy unmatched benefits. Put flexibility, tax advantages and gift estate advantages to work for you.
Round out a comprehensive financial wellness plan. Build a plan that’s right for you with CollegeAmerica.
Excerpt from CollegeAmerica® presentation: Unlock a world of possibilities

Please send comments and questions to info@seventy2capital.com.

Featured Guest Speaker:
Rachel Ramos
Senior Product Manager
Capital Group

Rachel Ramos is a Senior Product Manager for Capital Group, home of American Funds. In this role, she is responsible for product development and management of American Funds’ education savings product suite, including CollegeAmerica®. With twenty-four years of industry experience, all at Capital Group, she also has experience in marketing, conferences, independent broker-dealer strategy, and distribution/service center efforts. Rachel is based in Los Angeles. 
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Seventy2 Capital Wealth Management is a separate entity from WFAFN.  
IMPORTANT PARTICIPANT INFORMATION: The webinar you will be registering for will be hosted by Wells Fargo or an affiliate but will be delivered on a third-party platform and may include invited non-affiliated guest speakers. Other participants will be able to see your name or image if you provide it when signing into the event. Please review our privacy and security policies: wellsfargo.com/privacy-security.
Please also review the terms & conditions for the third-party website hosting event. We have provided this link for your convenience, but do not endorse and are not responsible for the content, links, privacy policy, or security policy of this website. This event is educational in nature. Company-specific products will be discussed.
If you have any questions or concerns, please contact the sender of this invitation.
CAR #0922-02042