Webinar Registration

A Deeper Dive into 529 Plan Data and Tools

Date: Wednesday, May 28, 2025 at 12:00 PM ET

Duration: 75 minutes

Scott Morrison

Head of Product Saving for College

Scott Morrison, Saving for College is an Experienced Presenter with deep knowledge in College Planning. With a passion for helping others succeed, they bring valuable insights and practical strategies to every session.

In this session, they will share expert perspectives designed to support your goals and enhance your knowledge in the field.

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As assets in 529 plans have surpassed $500B there are a wide number of quality plans for advisors to choose from. But how do you quickly analyze the options? Join Scott Morrison of Saving For College for an overview of the data and tools available on savingforcollege.com to make 529 plan analysis easier. In addition to demonstrating the industry's most comprehensive data and 529 plan comparison tools, Scott will review useful calculators for addressing client scenarios associated with college savings planning, state tax deductions, financial aid, and K-12 savings.