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.
A Deeper Dive into 529 Plan Data and Tools
Boost Your Client's College Planning outcomes and reduce out-of-pocket costs -
Wednesday, May, 28 • ET • 75 minutes
What You'll Learn
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Webinar Description
Scott Morrison
Head of Product Saving for College
What You'll Learn
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…
Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.