Basics of 529 Account

NEW DATE: November 29.

During this session we will discuss the basics of 529 accounts. Learn about a 529 account for yourself, your children/grandchildren, or for others. By the end of the session, participants will know:

  1. Why Does Saving for College Matter?
  2. What Is a 529 Plan?
  3. Where to Learn More?

NEW DATE: November 29

Advance registration is required. Zoom link will be provided to all registrants.

Peter Gonzalez is the program manager of investor education community outreach at the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation. He is an advocate for informing and educating diverse communities about saving and investing. In this capacity, Peter enhances FINRA’s efforts to enable, facilitate, and deliver innovative financial capability programming, with an emphasis on communities with diverse cultural and socio economic backgrounds. He also collaborates with researchers on studies to advance the understanding of diverse communities’ financial capabilities, circumstances, and well-being. Prior to joining the FINRA Investor Education Foundation, Peter served as a Principal Examiner in FINRA’s Anti- Money Laundering Investigative Unit. In this role, he investigated broker dealers’ compliance with applicable AML rules and regulations, including FINRA AML rules, the Bank Secrecy Act, and the PATRIOT Act. He is also a major contributor to FINRA’s Racial Justice Task Force. The Racial Justice Task Force is comprised of a diverse group of FINRA employees united in their goal to achieve meaningful, sustained progress in the fight against racism and prejudice within our organization, the securities industry, and our communities.