Free Webinar: Preparing the Next Generation for Financial Success
Help the young people in your life build confidence with money. Join Nuvision Credit Union for a free live webinar focused on practical ways parents, grandparents, and caregivers can support the next generation’s financial future.
From saving and investing to hands-on money lessons at home, this session will cover approachable strategies families can use to encourage smart financial habits early.
Don't miss out! Join us August 27
With the help of our expert speakers, you’ll learn how everyday conversations and real-life experiences can prepare children and teens to make informed financial decisions—long before they apply for a loan, open their first account, or begin managing credit on their own. We'll cover:
529 Plans vs. Trump Accounts: What every parent and grandparent should know about education and savings options.
Choosing the Right Savings Strategy: Understand whether one or both options may fit your family’s goals.
Saving for College, Trade School, or Beyond: Explore flexible ways to support a child’s future educational path.
The Power of Starting Early: See how modest contributions can grow into meaningful long-term opportunities.
Financial Education Begins at Home: Help kids build strong money habits by giving them real opportunities to manage money.
Creating a Financial Head Start: Learn how parents and grandparents can work together to build wealth, confidence, and a strong financial foundation.
What you can expect:
Clear, family-friendly guidance on saving, investing and financial education
Actionable ideas you can use at home right away
Helpful comparisons of available savings options for children
Perspective on how parents and grandparents can work together to support long-term financial confidence
Meet Our Speakers
We have 3 fantastic speakers lined up for this event. Our knowledgeable financial professionals can help simplify complex topics and share practical tips for helping children, teens, and young adults develop strong money habits.
Roger Ballard, CEO of Nuvision Credit Union, will open the event with key insights on navigating today’s financial landscape from a leadership perspective.
Steve Chmelka, CRC®, Sr. Retirement Strategies Consultant (CA License #0D21689) and John Temme, Sr. Regional Vice President from Pacific Life will provide key insights on both Trump Accounts and 529 Plans so you can compare and contrast the best option for you.
Hiram Carrington, VP of Product Management for Nuvision Credit Union, will highlight the importance of investing in future generations and the programs and tools available to help young people build financial confidence.
Reserve Your Spot
Registration is free. Sign up today and take the next step toward helping the next generation build a strong financial foundation.
Fill out the form below to reserve your spot today!
THE DETAILS:
Thursday, August 27
5:30PM-6:30PM PST
Attend via Zoom (link sent upon Registration)
Know someone who could benefit? Feel free to invite them—this event is free and open to everyone!
