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Saving for College: 529 Plans and Beyond

August 11 @ 1:00 pm 2:00 pm CDT

Are you interested in helping a child or grandchild obtain a college education but don’t know where to start?

Join financial advisors Maureen Wright and Jeremy Joseph for a discussion on how a 529 plan and other accounts can be used for college education. From starting early, to the accumulation phase, to distribution (paying for tuition and fees), we’ll cover it.

In this webinar you’ll learn:

  • How to select the best account to use for college funding
  • Questions to ask yourself when setting your college-savings goal
  • The pros and cons of different funding approaches
  • Gifting considerations – for grandparents who are using 529 plans for their grandchildren

Can’t attend? Sign up anyway, and a link of the recorded presentation will be sent to all who register.

Zoom Webinar