May 14th Breakfast Meeting with Cozy Wittman

Join us for the May 14th Breakfast Meeting at WestPac® Wealth Partners in San Diego! Registration at 7:00 AM | Breakfast at 7:15 AM

Session 1 (8–9 AM): Cozy Wittman on OBBBA — new loan rules, expanded 529s, and financial aid changes.

Bonus Session 2 (9:10–10 AM): Marzena Nelson & Heath Polzer on 529 plans — superfunding, estate tax reduction, and multigenerational wealth strategies.

Note: Breakfast not included for Session 2 only attendees.

Thank you to our sponsor, The Job Huntr!