
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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September 6, 2021
Presented by Gerard Longo, AIFA®, CPFA®: September is College Savings Awareness month so paying attention to qualified and nonqualified expenses
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August 14, 2020
How do you pay for college when you can't afford it? We explore the effectiveness of 529 plans and other college savings vehicles. Presented by Kris
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June 1, 2020
Presented by Ben Murphy, CPA, PFS™, CPFA® : For parents, deciding how much to save for retirement versus what to set aside for a child’s
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June 24, 2019
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Graduating from college is certainly cause for celebration! But for many graduates,
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November 27, 2017
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: The cost of college is steadily rising, and student loan debt has reached crisis status.
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