
March 27, 2022
Presented by Kevin M. Curley, II, CFP®: The Achieving a Better Life Experience (ABLE) Act created tax-favored accounts for individuals with disabilities. These 529A accounts are intended to be a low-cost alternative to special needs
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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
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September 6, 2021
Presented by Gerard Longo, AIFA®: September is College Savings Awareness month so paying attention to qualified and nonqualified expenses for 529
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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
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August 14, 2020
Presented by Kris Maksimovich, AIF®, CRPC®: To parents with aspirations of sending their children to college or university, the costs associated
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June 1, 2020
Presented by Ben Murphy, CPA, PFS™: For parents, deciding how much to save for retirement versus what to set aside for a child’s education can be
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