Moms on the Money Trail - Session 7: Types of Investment Accounts

Pennsylvania Department of Banking and Securities (with Pennsylvania Department of Treasury) · December 5, 2024

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Opening and program overview

Presentation

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Katrina Boyer (Investor Ed Coordinator, Pennsylvania Department of Banking and Securities) opened Session 7 of 'Moms on the Money Trail,' introduced herself and Karen Carr (Outreach Specialist, Pennsylvania Department of Treasury), and said the session will cover types of investment accounts including retirement, wealth-building and educational accounts.

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Pennsylvania state officials from the Department of Banking and Securities and the Department of Treasury gave an online presentation explaining retirement accounts (IRAs, 401(k)/457/403(b)), wealth-building account options (brokerage, robo-advisors, managed accounts) and state programs including Keystone Scholars, PA 529 plans, PA ABLE and unclaimed property resources.

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Transcript

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