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In this eye-opening session, college planning experts Beth Walker and Joe Messinger will show financial advisors how even high-income, high-asset families — including business…

The tax landscape continues to evolve—and many of the most talked-about proposals could materially reshape how advisors plan for income, deductions, and long-term wealth…

Planning for educational expenses is a major priority for many families, with a growing interest in creating long-lasting financial support that spans multiple generations. Join…

Scott Morrison, head of product at Saving for College shares insights on 529 college savings plans in 2025. Highlighting the growth of the market to over $500 billion with 16…

As tax laws and education costs continue to evolve, high-net-worth families are increasingly turning to 529 plans not just for college savings—but as powerful tools for wealth…