Join  this session for an in-depth look at how 529 college savings plans can help meet the different needs of clients of every generation. Learn about specific strategies to engage grandparents, Gen-Xers, Millennials, and employers that will deepen relationships and spur successful relationships across channels.


Level of Complexity: Intermediate


Course Objectives
  • Outline an approach to discuss higher education savings plans with grandparents, Generation X, and Millennial investors
  • Identify the right 592 savings plans for their clients depending on their residency and education savings goals
  • Analyze how 529 savings plans work, including tax benefits, superfunding, gift and estate tax implications, and the impact of 529 plans on financial aid
  • Understand how 529 savings plans fit into the financial plan of grandparents, Generation X, and Millennial investors
Course Information
Date Presented:
May 18, 2017 2:00 PM Eastern
1 hour
Registration Fee:
4 Easy Ways 529s Will Grow Your Practice
Speaker Information
Brian Boswell  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00
Non-Member Price:$29.00