Intrinsic Financial Design Group

June's Thoughtful Third Thursday is coming soon!!!

This month’s webinar will focus on College Planning Essentials by taking a look at the fundamentals of 529 college savings plans.

We will give an overview of 529 accounts, key features and benefits. As well as walk through 529 investment options, strategies to optimize your savings plan, and how to use your 529 account for qualified education expenses.

Register Here: d373197a-1776-4538-9d48-3636b4778d55@3f5d403d-ccae-48a1-8212-f5d4349c6cc7" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d373197a-1776-4538-9d48-3636b4778d55@3f5d403d-ccae-48a1-8212-f5d4349c6cc7

Please pass this event along, we want this to be a resource for our friends and clients and those that they care most about.

We hope you will join us!

"Save the Date!!

Our Annual Client Appreciation BBQ will be in Windsor on Tuesday July 28th 2026 from 4-630 pm.
🍔🌭

Invites coming soon!! 🌞🕶️🍉

Don’t forget to register and to join us for this week’s Thoughtful Third Thursday!!!

This week’s cool rainy weather makes it the perfect time to curl up and watch an insightful webinar featuring your favorite advisors, Jess and Sophia; who will share essential strategies for protecting yourself against fraud.

Please pass this event along, we want this to be a resource for our friends and clients and those that they care most about.

When: May 21, 2026
Time: 12 PM-1 PM
Where: Wherever you are!

Register here: f562cb21-8468-437d-b757-35257b05671e@3f5d403d-ccae-48a1-8212-f5d4349c6cc7" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/f562cb21-8468-437d-b757-35257b05671e@3f5d403d-ccae-48a1-8212-f5d4349c6cc7

We hope to see you there!