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.
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