FOR THE MEDIA

Authors

Vince Sullivan

Vince Sullivan functions as principal consultant, lead presenter, and subject matter expert on 529 plans for 529NOW, LLC. Prior to founding 529 NOW in 2016 to promote the 529 story and industry, he worked at CollegeInvest, the State Plan Administrator for Colorado. While at CollegeInvest, he managed the Continuing Education program, personally presenting more than 3000 people-hours of continuing education. He has also written a 4-hr CPE course for Surgent-McCoy currently being offered throughout the country.

Vince earned both Bachelor's and Master's degrees in Business/Finance from LeMoyne College and Boston College, respectively. He previously has held FINRA/NASD Series 6, 7 and 65 licenses and has been in the financial services industry for over twenty years, bringing a wealth of experience to the 529 conversation. Outside of work, Vince is an avid outdoorsman, participating in tennis and hockey leagues, skiing, mountain biking, and scuba diving.



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Case Study: Grandparents and 529 superfunding

The concept of Superfunding refers to using the 5-year election to frontload a 529 plan gift. Learn how this strategy can help grandparents reduce their estate tax exposure.

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