Year-End Q&A

Year-end Q&A Webcast

Reaching Your College Savings Goals With a 529 Plan
Year-End Edition

Date and Time:

Recorded November 27, 2018

About the Webinar:

As 2018 draws to a close, it's time to get serious about your financial plans for 2019 - including college savings. Join's Kathryn Flynn and Matthew Toner for a free, one-hour webinar to help you start saving for college and be prepared to maximize your savings in 2019. 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. In addition, special guest Julia MacMillan, senior vice president at Upromise, will be joining Katie and Matt to talk about strategies to grow your college savings. 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
  • Year-end tax moves to consider
  • Which 529 plans work with Upromise and how rewards programs can grow your college savings

This webinar is brought to you by Upromise, the program that helps you grow your college savings while you do everyday things like shopping online and dining out. Join now for free.

Sponsored by:



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