Webinar Registration

What's New with 529 College Savings Plans?

Boost Your Client's College Financial Aid, College Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Tuesday, October, 22

02:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Scott Morrison

Head of Product Saving for College

What You'll Learn

Assets in 529 college savings plans recently passed $500 BILLION as the flexibility of using account assets continues to grow beyond college tuition.

Join Scott Morrison of Saving For College, the 529 industry's trusted resource for advisors and consumers, for an overview…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

Assets in 529 college savings plans recently passed $500 BILLION as the flexibility of using account assets continues to grow beyond college tuition.

Join Scott Morrison of Saving For College, the 529 industry's trusted resource for advisors and consumers, for an overview of changes and trends in the 529 education savings market including the recent Roth IRA rollover provisions. Additionally, Scott will review which 529 plans are most widely held by advisors and how these plans compared against their peers in Saving For College's recently released 2024 529 Ratings.

*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.