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  4. Sunday School with a Certified College Planning Specialist - Episode 1 - 529 College Savings Plans

    Sunday School with a Certified College Planning Specialist - Episode 1 - 529 College Savings Plans

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  5. NEW RULES: 529 to Roth IRA Conversion Explained! 🚨

    NEW RULES: 529 to Roth IRA Conversion Explained! 🚨

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  6. 📢 Exciting Announcement! Join me for "Sunday School" – Your Guide to College Savings Vehicles 🎓💰

    📢 Exciting Announcement! Join me for "Sunday School" – Your Guide to College Savings Vehicles 🎓💰

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  7. 86. Demystifying 529 College Savings Plans, College Planning, and Retirement: Insights & Strategies

    86. Demystifying 529 College Savings Plans, College Planning, and Retirement: Insights & Strategies

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  8. 529's Not The Only Way To Pay For College #podcast #collegeapplication #college101 #collegeentrance

    529's Not The Only Way To Pay For College #podcast #collegeapplication #college101 #collegeentrance

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  10. Smart Strategies for 529 Plans and Long-Term Financial Success | Jazz After Dark

    Smart Strategies for 529 Plans and Long-Term Financial Success | Jazz After Dark

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  12. Mastering College Savings: 529 Plans & More

    Mastering College Savings: 529 Plans & More

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  13. Secure Act 529 Funds Include Student Loans, Private Schools, Siblings & More

    Secure Act 529 Funds Include Student Loans, Private Schools, Siblings & More

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  16. Are There Better Options Than a 529 Plan For College Savings?

    Are There Better Options Than a 529 Plan For College Savings?

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  17. The Top Ten Ways to Get Wealthfronted

    The Top Ten Ways to Get Wealthfronted

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  18. Treasurer promises quick resolution as he takes over embattled 529 savings plan

    Treasurer promises quick resolution as he takes over embattled 529 savings plan

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  19. Trust & Estate Quick Tip #19 – Roll over unused 529 funds to IRA accounts

    Trust & Estate Quick Tip #19 – Roll over unused 529 funds to IRA accounts

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  20. The impact of the pandemic on 529 college savings plans

    The impact of the pandemic on 529 college savings plans

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  22. How to rebound your higher education goals with a 529 college savings plan

    How to rebound your higher education goals with a 529 college savings plan

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  23. 15 Smart Money Moves for For Every Stage Of Life

    15 Smart Money Moves for For Every Stage Of Life

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  25. Financial Protection Agency - IUL vs 529 Savings Plan which one is better for you?

    Financial Protection Agency - IUL vs 529 Savings Plan which one is better for you?