Live Webinars
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…
Affluent families often invest heavily in college—yet too many students end up switching majors, transferring schools, or tacking on costly fifth years. In this two-part session,…
For many families, 529 plans are the cornerstone of education savings—but for financial advisors, understanding how to evaluate and optimize these plans requires more than just…
Today’s financial aid landscape is shifting—fast. From the removal of the sibling discount to the overhaul of how assets and income are reported, families are often left confused…