A Crash Course in 529 Plans and Their Impact on Financial Aid photo of calculator.

October 25, 2021

Presented by Ben Murphy, CPA, PFS™: Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you understand how to take full advantage of them.  Start with the Basics 529 plans are Read More...
529A Accounts for special needs individuals depicts photo of graduate and their shadow.

September 27, 2021

September is College Savings Awareness Month. Learn how 529A accounts will be an integral part of financial planning for families with special needs Read More...
529 Plans: Qualified and nonqualified expenses with image of female college student holding books.

September 6, 2021

Presented by Gerard Longo, AIFA®:  September is College Savings Awareness month so paying attention to qualified and nonqualified expenses for 529 Read More...
The CARES Act Student Loan Relief Options shows graduation cap on stack of cash.

February 23, 2021

Presented by Michael G. Wendlandt: In response to the economic impact of COVID-19, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was Read More...
Student loan repayment image of man searching on computer

June 24, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Graduating from college is certainly cause for celebration! But for many graduates, earning a higher Read More...
College savings plans

November 27, 2017

Presented by Kris Maksimovich: The cost of college is steadily rising, and student loan debt has reached crisis status. What does this mean for Read More...