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MASTERCLASS: 529 Plans

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Three panelists give an overview of 529 plans, the many ways that they can be used, and strategies to determine how much needs to be saved. They explore the accessibility and flexibility of 529 plans, tax savings, and other benefits of this education savings tool.

  • Andrew Brown, Vice President, Education Savings Consultant at Invesco
  • Tricia Scarlata, Head of Education Savings at J.P. Morgan Asset Management
  • Joanne Dashiell, Chief Marketing Officer at Private College 529 Plan
CE Credit