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Education Planning with 529 Plans
Generational Wealth Transfer and Empowering Future Generations
Wednesday, January 27, 2021
Starting off 2021, January’s webinar, sponsored by Principal Global Investors, discussed how 529 plans can be utilized to enhance your clients tax and inter-generational wealth planning strategy. Joseph Friedman, CFP, and Rob Tirrell, 529 Specialists at Principal for the Scholar's Edge 529 Plan, provided education and product training on 529 plans, share best practices, and debunk common savings myths.
The session closed with an interview and Q&A with Principal Financial Network on how education planning can help financial professionals broaden relationships with new and existing clients.
Watch the recording on demand by completing the registration form below.