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College Planning – Part 1 – Chris Boyd and Jeff Perry introduce the first of two episodes from their recent College Planning webinar. In this segment, Chris and Jeff discuss the current and future cost of college and whether college is still worth...
College Planning – Part 1 – Chris Boyd and Jeff Perry introduce the first of two
episodes from their recent College Planning webinar. In this segment, Chris and Jeff
discuss the current and future cost of college and whether college is still worth the cost.
Chris and Jeff then turn to the different ways to save and invest for future college
expenses. The conversation focuses on the use of 529 plans. Jeff highlights why
grandparents may be the best choice to set up a 529 plan. Chris and Jeff discuss what
happens to 529 plan funds if they are not needed for college expenses.
To watch the entire College Planning webinar, click the link below:
https://www.youtube.com/watch?v=m55DXWD7HaA
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
