January 2021 Webinar: Education Planning with 529 Plans

By Paul Curley, CFA | paul.curley@issmarketintelligence.com | January 27, 2021

529 educational webinar sponsored by Principal Financial Group available to view on-demand.

To kick off 2021, the 529 & ABLE Solutions January webinar, sponsored by Principal Financial Group, discussed how 529 plans can be utilized to enhance your clients tax and inter-generational wealth planning strategy. 

Paul Curley, CFA, Director of Savings Research at ISS Market Intelligence, hosted Joseph Friedman, CFP, and Rob Tirrell, 529 Specialists at Principal for the Scholar’s Edge 529 Plan, to provide education and product training on 529plans, share best practices, and debunk common savings myths. The session concluded with an interview with Principal Financial Network on how education planning can help financial professionals broaden relationships with new and existing clients.

Register here to view the webinar recording on-demand.