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Educationplanning boswell

THE STATE MATTERS! EDUCATION PLANNING WITH 529s

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 21, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Series: Estate Planning
Course Description

This panel will provide a brief overview of 529 plans, then dive into plan selection, taking into account state of residence, tax benefits, investment offerings, and plan structure.

Learning Objectives:

  • By the end of this session participants will have an excellent understanding of the benefits of 529 plans, as well as how to select the right plan for their client.

Prerequisites: Appropriate for someone with experience providing some financial planning guidance (including tax)

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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529expertllc

Brian has worked with 529’s in many capacities since 2001. At 529 Expert, LLC he is responsible for providing his expertise in 529 plan construction, distribution, and sales to college savings stakeholders. Previously, at Savingforcollege.com he was responsible for all things 529, including contributing content, quarterly rankings, and media relations. Brian served as Director of Advisor Distribution to Ascensus College Savings, the leading administrator of 529 savings and prepaid plans for eight years, and previously was Subject Matter Expert for educational savings research at Financial Research Corp. Brian has been quoted in leading publications including The Wall Street Journal, Reuters, and Investor’s Business Daily, among others. Brian received two Bachelor of Science degrees from Rensselaer Polytechnic Institute. He is a father of triplets with significant higher education expenses in his future.

About Our Presenter

529expertllc
At 529 Expert, LLC, Brian Boswell provides his expertise in 529 plan construction, distribution and sales to college savings stakeholders.