Unexpected Benefits of a 529 plan – with Doug Lewis

Most people, including those working for companies that sponsor Section 529 plans, think they are exclusively for college education expenses. They are decidedly designed to favor saving for college, but the language of the law provides some additional potential uses which Doug Lewis is prepared to discuss.

One of these uses addresses one of America’s greatest financial threats as we all age, providing for long term care expenses in later life. It is estimated that at least half of all people will need assistance with the activities of daily living.

Register now for this informative, town hall discussion.

Doug Lewis and Columbia Threadneedle Investments are not affiliated with LPL Financial or Enduring Wealth Advisors®