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 knowing the basics.
In session 3 of the Masterclass, we're fortunate to have one of the 529 plan industry's top expert, Mary Morris, educate you on the key factors that should drive 529 plan recommendations. From tax treatment and state-level incentives to ownership structure, investment options, and coordination with other benefits, this webinar will help you confidently guide clients through one of the most tax-advantaged planning tools available. Whether your clients are new parents, grandparents, or high-net-worth individuals looking to integrate 529s into their estate or multigenerational wealth plans, this session will sharpen your ability to make smart, customized recommendations.
Scott Morris from Savings for College will join Mary to show how you can use their program to efficiently compare 529 plans.
