It’s time to get real about 529s

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You work hard to create a holistic financial plan for your clients, so if you haven’t talked to them about the benefits of a 529 plan, we’re here to help. Fall is the perfect time to discuss the value of financial planning for education and the hidden benefits that may surprise your clients.

Three reasons to talk to your clients about 529s


of parents surveyed said they would delay retirement to send their child to college debt-free*


of investors surveyed are now open to out-of-state 529 plans*


of parents and grandparents surveyed plan to open a 529 plan in the future**

*, October 23, 2020.
**, August 27, 2020.