Topics and Learning Objectives

  • Describe the purpose of 529 plans.
  • Compare the benefits and risks associated with the two types of 529 plans.
  • Determine whether a 529 plan will help them meet their education savings goals.
  • Take steps to open a 529 plan.

Marketing Teaser

Are you planning to save for college for yourself or your child? There are many different savings vehicles you could choose from, and a 529 plan is one option to consider. Take this short lesson to make a more informed decision about your savings plan. This lesson will explore:

  • The purpose of a 529 plan
  • The benefits and risks of 529 plans
  • How to open and use your plan

Post on Twitter

Are you planning to save for college for yourself or your child? Consider a 529 plan! Take this short lesson to understand the benefits and risks of 529 plans: [INSERT LINK]


Post on Facebook/LinkedIn

Whether you are planning to save for college for yourself or for someone else in your family, 529 plans are an option worth considering. Take this short lesson to learn more about 529 plans, including the benefits, risks, and more: [INSERT LINK]


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