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Free cpe webinars
529 Plans & Family Dynamics

529 PLANS & FAMILY DYNAMICS

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 17, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

This course is an in-depth look into families and how they function as they go through the various intricacies of opening and managing a 529 account. Topics to be discussed include a brief overview of 529 plan basics & eligibility, then will dive deeper into ownership considerations & beneficiary considerations, and more. 

Learning Objectives:


  • Identify the 529 basics and eligibility

  • Determine the impact of owner, assets, and income on financial aid 

  • Recall how to summarize 529 plan transfers and rollovers 

  • Determine how to differentiate 529s to uniform gifts/transfers to Minors Act accounts

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Vincent Sullivan

College Aid Pro
Director of Onboarding and Engagement
vinces@collegeaidpro.com
(720) 318-9765

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Vince has worked in the financial services industry for his entire career, working for the past several years focusing on 529 college savings plans and helping people save, tax-efficiently, for the financial shock of college price inflation. Vince has also spent several years representing Mutual Fund, the insurance company, and retirement services firms in various sales, distribution, and back-office servicing capacities, helping advisors across the industry build suitable protection and investment portfolios for their clients. 

Vince enjoys the challenges presented by organizing and prioritizing the near-limitless college selection and financing options available in the marketplace into a cohesive, customized plan for families of all types and in all stages of life. He brings a breadth of experience and a unique perspective to the college selection process due to his 30+ years in the financial services industry

About Our Presenter

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College Aid Pro is changing the way America shops for college with a revolutionary software solution that provides families with detailed scholarship and financial aid projections for thousands of colleges and universities across the country. An often overlooked and intimidating topic, financial institutions and advisors are now empowered to help seamlessly guide families through the college funding maze with confidence and ease. College Aid Pro's award winning technology is honored as the highest rated college planning software for 2019 and 2020 in a T3 advisor survey.