Advanced college savings concepts

Saving for college is often one of life’s biggest financial goals—and it can be complicated. “Advanced college savings concepts” explains the differences between 529 plans and other college savings vehicles and explores key related issues, including financial aid and estate planning.

Seminar

This seminar explains the differences between 529 plans and other college savings vehicles and explores key related issues (CE credit available).

Seminar invitation

If you’d like to host a seminar for clients or prospects, use this customizable invitation to help get the word out.