FOR PROFESSIONALS
Quarterly updates
Reviewing the results of Savingforcollege.com's Quarterly 529 Performance Rankings. Discussing recent developments in 529 plans and college savings. Offering site navigation tips and use of calculators and tools. Answering your questions about financial aid or any other topic.
Past
| Date | Topic | Presenter | Presentation | Video |
|---|---|---|---|---|
| May 31, 2017 | Socially-responsible investing | Brian Boswell | | Replay |
| Mar 6, 2017 | Grandparents and 529s | Brian Boswell | Presentation | Replay |
| Dec 6, 2016 | Year-end considerations | Brian Boswell | Presentation | Replay |
| Sept 8, 2016 | Qualified Higher Education Expenses | Brian Boswell | Presentation | Replay |
| Dec 3, 2015 | 529s in the work place | Joseph Hurley, Scott Mulvaney |
Main Presentation Guest Presentation |
Replay |
| Aug 27, 2015 | Education Savings Bonds (EE and I) | Joseph Hurley | Presentation | Replay |
| Jun 11, 2015 | 529 Plans and the Financial Advisor | Joseph Hurley | Presentation | Replay |
| Feb 28, 2014 | Addressing 529 penalty fears | Joseph Hurley | Presentation | Replay |
| Dec 4, 2014 | 529 plans and scholarships - How to coordinate | Joseph Hurley | Presentation | |
| Aug 28, 2014 | Superfunding | Joseph Hurley | Presentation | Replay |
| June 5, 2014 | Combining Multiple College-Savings Strategies | Joseph Hurley | Presentation | Replay |
| Feb 27, 2014 | The 5-year gifting election | Joseph Hurley | Presentation | Replay |
| Dec 4, 2013 | Considerations in setting a college savings goal | Joseph Hurley | Presentation | Replay |
| Aug 27, 2013 | Saving income taxes with 529 plans: Case studies | Joseph Hurley | Presentation | Replay |
| May 21, 2013 | 529s and the Anti-Double-Dipping Rules | Joseph Hurley | Presentation | Replay |
| Feb 26, 2013 | Coverdell Education Savings Accounts | Joseph Hurley | Presentation | |
| Aug 21, 2012 | What are QHEE(qualified higher education expenses). | Joseph Hurley | Presentation | |
| May 22, 2012 | New 5-Cap Ratings | Joseph Hurley | Presentation | |
| Nov 29, 2011 | Year end moves with 529 plans | Joseph Hurley | Presentation | |
| Aug 25, 2011 | 529 Withdrawal Strategies | Joseph Hurley | Presentation |
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Ameriprise Financial instructions
Consult with your office/branch manager for instructions.
Commonwealth Financial instructions
Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.
LPL Financial instructions
Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.
Morgan Stanley instructions
Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.
Raymond James instructions
Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.
RW Baird instructions
Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.
