The ABCs of Education Savings: Helping your Clients Create a Plan that Makes the Grade
On December 4, 2018, Strategic Insight and OppenheimerFunds produced a 50-minute live webinar together with 10-minutes of question and answer from the New York City office of OppenheimerFunds. The moderator of the session was Chris Werner, Vice President, College Savings Distribution and Investments, OppenheimerFunds, while the two panelists included Joseph Friedman, Vice President, 529 College Savings Consultant, OppenheimerFunds and Paul Curley, Director of College Savings Research, Strategic Insight. The three sections of the educational webinar were acquaint yourself with the education savings landscape, build a plan for success, and care for your plan and watch it grow. To listen to the replay of the webinar, click the link here. Questions, feedback and suggested topics for future presentations is welcome and appreciated.