16
Maximizing the Value of 529 Plans
Date: October 16, 2025
Time: 2:00 pm - 3:00 pm EST
This session will provide an overview of 529 plans, including the importance of saving for college, 529 savings and investing basics, financial aid, and key factors when considering 529 plan options.
By the end of the session, attendees will be able to:
- Understand the importance of saving for college, by learning about the benefits of a college education and the current costs of college.
- Understand a broad overview of 529 plans, their uses, and the basics of investing and saving.
- Understand financial aid and the impact 529 plans have on financial aid.
- Consider the key factors to evaluate when comparing educational savings options and when selecting a 529 plan for clients.
Sponsored by:
This live webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
