Hosted by: Enduring Wealth Advisors®
Guest Speaker: Geoff Williams
When planning and saving for a future educational expense, the Section 529 plan rises above all the others. It is the only one with tax benefits, which allows enough funding to pay for college, or a minimal monthly funding amount designed just to help out, that has a lot of options if the kid decides not to go to college.
All the other plans come with specific restrictions that many people think apply to 529’s and in this presentation, we’ll discuss these misconceptions. And we’ll make sure you understand why so many financial experts recommend Section 529 plans.
Geoff Williams, the Section 529 Plan specialist from John Hancock Investments, with over a decade of financial services experience, exposes the 10 Myths About college Savings Plans.