$97.00 USD

An account already exists with this email address. Is this you?

Sign in

529 College Savings Plan Mini Course

Five modules covering what you need to know to set your child up for success using a 529 account.

In this course, we'll cover:

  • How to establish a 529 account to save for your child's college education

  • Determining whose name the account should be in for maximum impact (parent, child, grandparent, etc.) 

  • Tax advantages for investing within the 529

  • How to invest within the account 

  • How to choose which state's plan to use

  • How to minimize FAFSA impact so you get the most aid possible 

  • Taxes and penalties, i.e., what happens if your child doesn't go to college 

You don't need a financial advisor to help create a 529 account. This course details everything you need to know to choose a 529 account, including my favorite options and how to invest once you've got one opened!