Q&A Webcasts

How to Reach Your College Savings Goals With a 529 Plan

Date and Time:

This webinar was recorded on March 15, 2018

About the Webinar:

Join's Kathryn Flynn and Matthew Toner for a free, one-hour webinar. 529 plans can be confusing; Katie and Matt will break it down to help you understand what you need to know to get started with a savings plan, and will take live questions as time permits. By the end of the webinar, you will know:

  • The unique advantages of 529 plans and how they work
  • How 529 plans can be used to save for K-12 private school
  • What to consider when selecting a 529 plan
  • How to open a 529 plan, including selecting your investment options
  • Why you shouldn't worry about how your 529 plan will impact financial aid (Hint: 529s receive favorable treatment on the FAFSA, compared to other accounts)
  • How you can avoid paying unnecessary taxes and penalties when you withdraw from your 529 plan


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