Help Your Employees Achieve Financial Wellness
With higher education costs being one of the largest investments a family makes, getting started with Edvest is an important step to achieve financial wellness. 529 plans, like the Edvest College Savings Plan, are low-maintenance and offer unique tax advantages.
EXCLUSIVE $50 OFFER Edvest invites you to give college savings a try. Open an account with as little as $50, set up recurring contributions or monthly payroll direct deposit of $25 or more for three months. We'll add $50 to your savings. Use promotion code EdvestatWork50 when you open the account to take advantage.
Offer expires December 31, 2020.
Share this promotion code with your employees to help them plan their family's college savings goals.
Learn more about Edvest at Work or speak with a college savings consultant: Khaleel Ali, 414-410-0009, email@example.com.
Visit Edvest.com for Terms & Conditions. Promotion ends 12/31/2020. Sponsored by the Wisconsin College Savings Plan. To learn more about the Wisconsin College Savings Plan, its investment objectives, tax benefits, risks and costs, please see the Plan Description at Edvest.com. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is the risk of investment loss. If the funds arenít used for qualified higher education expenses, a 10% penalty tax on earnings (as well as federal and state income taxes) may apply. Check with your home state to learn if it offers tax or other benefits such as financial aid, scholarship funds or protection from creditors for investing in its own 529 plan. Consult your legal or tax professional for tax advice. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributor and underwriter for the Wisconsin College Savings Plan.