Oct 14, 2024
College Planning – Part 1 – Chris Boyd and Jeff Perry introduce
the first of two
episodes from their recent College Planning webinar. In this
segment, Chris and Jeff
discuss the current and future cost of college and whether college
is still worth the cost.
Chris and Jeff then turn to the different ways to save and invest
for future college
expenses. The conversation focuses on the use of 529 plans. Jeff
highlights why
grandparents may be the best choice to set up a 529 plan. Chris and
Jeff discuss what
happens to 529 plan funds if they are not needed for college
expenses.
To watch the entire College Planning webinar, click the link
below:
https://www.youtube.com/watch?v=m55DXWD7HaA
For more information or to reach Chris Boyd or Jeff Perry, click
the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr