March 29, 2017 Reader’s Perspective: Question and Answer with Jeffrey S. Cohen, CIMA, AIF, Financial Advisor with Wells Fargo Advisors What are the key trends in college financial planning going forward?
March 23, 2017 529 Conference 2016: Interview with Wayne Weber, Chief Executive Offer and Founder of GiftofCollege.com What is Wayne Weber’s perspective on 529 gift cards and their ability to solidifying college financial planning as a family goal to achieve together?
March 17, 2017 529 Conference 2016: Interview with Tiffany Spudich, Chief Client Officer with Capital Cities, LLC What is Tiffany Spudich’s perspective on 529s and creating the ideal 529 plan investment line-up for advisors, employers and direct investors?
March 8, 2017 529 Conference 2016: Interview with Martha Savery, Director of Public Affairs with Massachusetts Educational Financing Authority (MEFA) What is Martha Savery’s perspective on college financial planning, financial aid and 529s?
February 24, 2017 529 Conference 2016: Interview with Chris Stack Esq., Managing Consultant with SavingforCollege.com What is Chris Stack’s perspective on 529 sales with advisers?
February 21, 2017 Reader’s Perspective: Question and Answer with Treasurer Young Boozer, Alabama State Treasurer From a state treasurer’s perspective, why and how can an adviser, accountant or estate planner help their clients with college financial planning?
February 16, 2017 Reader’s Perspective: Question and Answer with John Finch, Director of ABLE United How can an adviser, accountant or estate planner use an ABLE account to help clients?
February 16, 2017 Reader’s Perspective: Question and Answer with Bo Lu, Co-founder and CEO of FutureAdvisor What trends does a co-founder of a robo advisor see in terms of college financial planning?
February 10, 2017 Reader’s Perspective: Question and Answer with Eva Giles, College Savings Program Manager for the Finance Authority of Maine What are the top three tips for families seeking to efficiently save and pay for college from the perspective of the Finance Authority of Maine?
February 10, 2017 Reader’s Perspective: Question and Answer with Deborah Goodkin, Managing Director of the Enable Savings Plan How can an adviser, accountant or estate planner use an ABLE account to help their clients?