Turning Pointe Financial

A college education is one of the most significant investments you and your family will make. An education savings plan can help you realize an educational goal no matter where you are in life.

College savings plans offer gifting feature that allow family and friends to make a meaningful difference in a young person’s life with a contribution to a college savings account in lieu of or as part of a gift on birthdays and holidays.

We will be hosting a webinar to help you understand why an education savings plan can help you realize an educational goal for yourself or someone you love, how tax advantages can work for you, and how a college savings plan will round out a comprehensive financial wellness plan with a collegeAmerica account.

Please join us for an upcoming webinar designed to demystify education savings plans and show you how they can work for you.
Webinar Date & Registration:
December 9th | 4:30 – 5:30 PM ET

Giving the Gift of Education- Learn how to take advantage of a 529 plan We will be hosting a webinar to help you understand why an education savings plan can help you realize an educational goal for yourself or someone you love, how a 529 tax advantage can work for you, and how a 529 will round out a comprehensive financial wellness plan with a CollegeAmerica® account.

The One Big Beautiful Bill (OBBB) Act, signed in 2025, introduces several new provisions that may shape charitable giving in the years ahead:
▪️Beginning in 2026, non-itemizers may deduct up to $1,000 ($2,000 for couples) for cash donations to qualified charities.

Some limits apply, so it may be a good time to discuss the changes with your tax, legal, or accounting professional.

Policy Giving Impact