Events

Join us for a timely discussion on how advisors can help clients stay on track with education planning—without sacrificing other financial priorities. In this session, we’ll cover:

· Why starting early matters—and the real cost of waiting to fund education goals

· How 529 plans have evolved beyond college tuition, including K‑12, student loans, apprenticeships, and more

· Key tax advantages and planning opportunities, including state tax benefits, gifting strategies, and SECURE Act 2.0 Roth IRA rollover considerations

· How to position different 529 investment approaches (target date, target risk, and single‑strategy options) based on client goals

· Common 529 myths and how to address client concerns around flexibility, financial aid, and control