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.