Webinar: Planning Ahead With Trump Accounts

Trump Accounts have generated significant interest as a new savings option designed to help families invest on behalf of children. With new rules surrounding contributions, investment options, taxes, and eligibility for a federal seed contribution, many parents and grandparents are wondering how these accounts fit into an overall financial plan.

We invite you to join Julia Fuentes, CIMA®, WMS™, Financial Planning & Coaching Strategist at Vanguard and Julie Roth, CFP®, CIMA®, Advisor at Integris, for an educational presentation focused on understanding Trump Accounts and the planning considerations they may present for families.

Topics will include:

• Key features and rules of Trump Accounts
• Eligibility for the federal seed contribution
• How Trump Accounts compare to 529 plans, UTMA/UGMA accounts, and Roth IRAs
• Tax, flexibility, and financial aid considerations
• Planning opportunities and potential limitations for families

Please join us via Zoom on

October 29, 2026
12:00pm – 12:45pm

Register Now

Julia Fuentes, CIMA®, WMS™

Julia Fuentes, CIMA®, WMS™, currently serves as Vanguard’s financial planning & coaching strategist, responsible for growing and enhancing financial planning offerings designed to support Vanguard’s financial advisor partners. Since joining Vanguard in 2008, Mrs. Fuentes has assisted financial advisors with their investment strategy, practice management, and sales needs while managing the Vanguard ETF® Strategic Model Portfolio service.

Prior to Vanguard, Mrs. Fuentes was a financial specialist with Wachovia Securities and a credit manager at Wells Fargo Financial. She earned her B.S. in finance and marketing from Bloomsburg University.