All are 12:00 p.m. – 1:00 p.m. EST. Cost = Free

July 8, Trump Accounts 101: The Who, The What, and The How

We will discuss Trump Accounts, a new tax-advantaged retirement savings account for children. We’ll talk about how they’re structured, who qualifies, and how to open one. We’ll also review the financial considerations that can help determine whether these accounts are a good fit for your children.  This webinar is presented in partnership with University of Georgia Extension.

Registration: https://go.ufl.edu/seedmoney

July 15, Index Fund Investing

This session explores how index funds work and how they compare to actively managed funds. We will also discuss factors that can help you evaluate whether they align with your investment approach.

Registration: https://go.ufl.edu/fund2026

August 5, Roth and Traditional Retirement Accounts

We will discuss the timing of tax advantages and contribution and withdrawal rules. This session will provide information to help you compare options and make informed decisions.

Registration: https://go.ufl.edu/rta

August 12, Roth Conversion Basics

We’ll explore factors to consider in deciding whether Roth conversions fit your tax situation and long-term financial goals.

Registration: https://go.ufl.edu/rcb

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