529 Plans: The Facts You Need to Know
Online • Central New Jersey • December 3, 2020
Patricia Roberts is determined to help parents, and grandparents, prepare for the cost of college for their children. She'll share overlooked features and debunk the most common myths about 529 plans.
Thursday, December 3, 2020 4:00 PM - 5:00 PM EST
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Patricia Roberts has decades of experience working with 529 plans and wrote a newly published book, "Route 529: A Parent’s Guide to Saving for College and Career Training with 529 Plans," explaining in understandable terms both the features and versatility of these 529 tax-favored investment vehicles plans. She’ll share with us strategies on how to empower parents, and grandparents, with actionable insight on how to avoid college debt and provide valuable information on how friends, extended family, and even employers, can lend a hand.
She’ll also share her own experience of saving a little at a time for her son’s college education and the peace of mind of knowing he will graduate debt-free in 2021.
Please join us for a special discussion about saving for college and how to take advantage of 529 plans no matter where you are in your educational savings journey. Come armed with questions, or dip into a digital version of her book and send your questions to Carolynn Fedor and Mary Dauden.
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4:00pm Introduction and Announcements
4:05 pm Patricia shares some myths about 529 plans
4:15 pm Carolynn asks Patricia questions (submit your questions)
4:45 pm Q&A
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