Custodial Account Workshop - a 2 hour virtual training
Training for Parents & Grandparents
You'll learn:
- Why you should set up a custodial account for your child
- How to oversee and manage the account for your child, while also teaching them valuable financial lessons
- The administrative details of a custodial account: how the eventual transfer works, tax considerations, and more.
- Where you can set up custodial accounts (a list of online trading platforms I recommend for custodial accounts
- And more!
Class times: (New York time)
10am - 12pm EST / 7am - 9am PST
1pm - 3pm EST / 10am - 12pm PST
Dates:
September 19 - Saturday
September 20 - Sunday
September 26 - Saturday
September 27 - Sunday
Choose your dates during checkout