This webcast provides practical guidance for navigating today's evolving education and wealth-planning landscape.
You can help families plan for:
Paying for education
Managing student debt
Creating long-term wealth for future generations
There are key planning considerations to be made related to 529 plans, student loans, and the new Trump Accounts. The session focuses on:
Practical strategies advisers can use when helping families save for education, manage student debt, and build long-term assets for children
529 planning opportunities
Basic student loan