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MASTERCLASS: 529 Plans - May 2023

Three experts discuss the rising costs of higher education and the role that 529 Plans can play in helping families save for college. The panel explores the underlying factors driving the high costs, emphasizes the importance of long-term planning, identifies obstacles that impede families from saving, evaluates the potential for financial aid, dispels common misconceptions about expenses and aid, and highlights the advantages of 529 plans over alternative savings options.
  • Tony Bamonte, 529 Specialist, Invesco CollegeBound 529 Plan - Invesco
  • Tricia Scarlata, Executive Director, Head of Education JPMorgan Asset Management - JPMorgan Chase
  • Erika Safran, CFP®, Principal at Safran Wealth Advisors - Safran Wealth Advisors