ProsperLane Financial

08/12/2026

Big changes are creating new opportunities for families saving for the next generation!

A new federal savings account for children opened for funding in July. The rules for 529 plans expanded. And the federal estate tax exemption increased to $15 million, while Minnesota’s remains at just $3 million.

That last gap is one many Minnesota families may not see coming.

Join ProsperLane Financial for a free, one-hour seminar exploring what these changes could mean for your family. We’ll cover:

• Trump Accounts and how they work
• 529 plans and Minnesota’s available tax benefits
• Custodial accounts
• Roth IRAs for kids with summer jobs
• Gifting, inheritance, and estate-planning strategies
• Ways to pass on what you’ve built while avoiding unintended tax consequences

No cost. No sales pitch. Just practical information and an opportunity to get your questions answered.

📅 Tuesday, September 22 · 4–5 PM
📅 Saturday, September 26 · 10–11 AM
📍5116 Gateway St SE, Suite 101, Prior Lake, MN 55372

Seats are limited — reserve yours at: https://www.prosperlanefinancial.com/upcoming-events or call 952-226-7193.

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