Hosted by: Central New Jersey
529 Plans: The Facts You Need to Know
1 hour
Online • Closed Captioned •
Patricia Roberts has decades of experience working with 529 plans and wrote a newly published book, "Route 529: A Parent鈥檚 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鈥檒l 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鈥檒l also share her own experience of saving a little at a time for her son鈥檚 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.
"Route 529: A Parent鈥檚 Guide to Saving for College and Career Training with 529 Plans"
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Full Agenda
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
Get Introduced to the Women You Should Know
We help our members connect with specific attendees who share their industry and life experiences.
Kristy Wallace
New York, NY
Former CEO at Ellevate Network
Maricella Herrera Avila
New York, NY
CEO at Ellevate Network
Rebecca Spitzer
New York, NY
VP of Product and Technology at Ellevate Network
Community Discussion
Carolynn Hondo Fedor
Send me your questions about 529 Plans and I'll be sure to include them in our discussion. Carolynn
Wednesday, Nov 11 9:34 PM EST