Their dreams are
A highly educated community attracts:
- Start-ups and companies seeking to relocate.
- Families seeking good schools.
- Organizations and businesses that enrich the lives of everyone who lives there.
Help us help our community.
- Make education saving part of your upcoming events. We have a number of resources available to you, all at no charge.
- Team up with your Institutional Relationship Manager. Invite us to your next workshop, community fair or other event that your organization is sponsoring.
- Connect virtually with your Institutional Relationship Manager, Joseph Wilcox, for specific 529 and KY Saves 529 Plan questions.
Call a Client Service Representative at 1-855-840-4855, Monday – Friday, 8 a.m. - 8 p.m. ET, email us at firstname.lastname@example.org, or fill out an Online Request Form to have us join you at an upcoming event.
Mr. Wilcox is a registered representative of Ascensus Broker Dealer Services LLC, 877-529-2980, 95 Wells Ave, Newton, MA 02459 (member FINRA/SIPC) and is not employed by the Commonwealth of Kentucky.
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For more information about the Kentucky Educational Savings Plan Trust (KY Saves 529), call 855-840-4855 or visit www.kysaves.com to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other important information. Read and consider it carefully before investing.
Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You also may wish to contact directly your home state’s 529 college savings plan(s), or any other 529 plan, to learn more about those plans’ features, benefits, and limitations. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.
KY Saves 529 is administered by the Kentucky Higher Education Assistance Authority. Ascensus College Savings Recordkeeping Services, LLC, is the Program Manager. The Program Manager and its affiliates have overall responsibility for the program’s day-to-day operations, including investment advisory services, recordkeeping, and administrative services.
Investment returns will vary depending upon the performance of the Investment Options you choose. Depending on market conditions, you could lose all or a portion of your money by investing in KY Saves 529. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.
Ugift is a registered service mark.
INVESTMENTS ARE NOT FDIC INSURED, MAY LOSE VALUE AND ARE NOT BANK GUARANTEED.