Broker Check
31 Aug
Education Planning and Funding: Features and benefits of 529 savings plans


Join us on Tuesday, August 31, at 6:00 PM for a webinar about 529 college savings plans.  Our presenter Brian Guenard has worked with Columbia Threadneedle, a leader in the 529 industry, for 25 years.  He will be providing an in depth look at the features and benefits of using the popular 529 plans for education funding.

We'll look at:
  • Importance of education planning
  • The rising cost of education
  • Sources of college funding
    • Financial Aid
    • 529 savings plan
      • Tax advantages
      • Flexibility
      • Account owner control
      • Qualified and non-qualified withdrawals
      • Financial aid impact
      • Gifting and estate planning benefits
      • Other considerations for 529 plans
      • What to look for when choosing a 529 plan
Register today for this valuable webinar!

Date and Time

Tue, Aug 31, 2021

6:00p - 7:00p EST




Event Registration