GENESIS - Beyond the Webinar: A Trump Accounts Conversation Circle
Building on Larry Pon's webinar, let's gather to talk through how Trump Accounts fit into the recommendations we make. These new accounts give children under 18 a tax-advantaged way to start investing, with a one-time $1,000 federal contribution for eligible children born between 2025 and 2028 and up to $5,000 a year from families and others. The mechanics are becoming clearer, but plenty is still open, from how they compare with 529s and custodial Roths to which client situations they actually serve well. This circle is a chance to compare notes, surface the questions we're each running into, and start shaping a consistent point of view on when and how we'd put these in front of clients. Come with the scenarios on your mind.
Moderator: Courtney Calotta, CFP® | Financial Advisor
Courtney Calotta serves as a Lead Advisor at Donalies Financial Planning, a fee-only practice dedicated to helping individuals and families achieve financial clarity. Based in southeastern Vermont, Courtney plays a central role in the firm's mission, overseeing the financial planning process and helping clients navigate the complex intersection of life and money through comprehensive, tech-forward advice.
A graduate of the University of Maryland, Baltimore County with a B.S. in Financial Economics, Courtney is a CERTIFIED FINANCIAL PLANNER™ professional who is deeply committed to the fee-only community. She is an active member of both the XY Planning Network and NAPFA, where she enjoys collaborating with fellow professionals to advance the standard of fiduciary care in the industry.
While her work frequently connects her to the D.C. area, Courtney lives with her husband, Charlie, and their two dogs in the rural hills of the Green Mountain State. Known for her warm and approachable style, she prides herself on being a supportive partner to her clients and a proactive contributor to the professional financial planning community.
Audience: Everyone
Thank you to our generous sponsor, LLIS, for supporting NAPFA Genesis and our programs.
