A Corporate 529 Plan
Benefits Your Employees and Your Company
Foster a work culture which views employees holistically as part of a family, in addition to an employee.
Inspire adult learners within your organization to further their own education.
Earn the respect and trust of tomorrow’s leaders, by having contributed to their education.
Attract top talent in a competitive hiring market and benefit your local economy by fostering an educated work force.
ABOUT THE FOUNDER
Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted independent wealth management firm providing financial planning services to business owners, senior executives and established families throughout the West Coast, with a particular focus on professionals and entrepreneurs within the media and entertainment industries. Sun focuses on creatively customizing portfolios for its clients and specializes in multigenerational wealth plans.
- 529 Plans: The What, Why and How by Winnie Sun February 25, 2015
- “10 Myths About College Costs” June 25, 2013
- Campaign Letter June 21, 2013
- Strengthen Employee Loyalty… June 20, 2013
- Real Truth About College Debt June 19, 2013
Part of our commitment to you is helping you navigate through the decision process. As specialists in this space, we will help you and your company set-up and maintain your Corporate 529 plan.
We would love to hear from you!
© Campaign For Next Generation Employees 2013
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Sun Group Wealth Partners, a registered investment advisor and a separate entity from LPL Financial.
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