529 plans offer an easy and convenient way to save for future education expenses, in a tax-advantaged manner. Whether you're saving for college, private K-12 tuition, student loan repayment or registered apprenticeship programs, 529 plans can be a valuable option worth considering.
Guest speaker Charles Perosio from Columbia Threadneedle Investments will discuss the top three advantages of a 529 plan, including:
- Tax advantages
- Flexibility and control
- Gifting and estate benefits
Guest speaker Charles Perosio from Columbia Threadneedle Investments is not affiliated with or endorsed by LPL Financial and Kinecta Wealth Management.
Date and Time
Sat, Sep 16, 2023
9:00a - 10:00a PST