This panel will provide a brief overview of 529 plans, then dive into plan selection, taking into account state of residence, tax benefits, investment offerings, and plan structure.
Brian has worked with 529’s in many capacities since 2001. At 529 Expert, LLC he is responsible for providing his expertise in 529 plan construction, distribution, and sales to college savings stakeholders. Previously, at Savingforcollege.com he was responsible for all things 529, including contributing content, quarterly rankings, and media relations. Brian served as Director of Advisor Distribution to Ascensus College Savings, the leading administrator of 529 savings and prepaid plans for eight years, and previously was Subject Matter Expert for educational savings research at Financial Research Corp. Brian has been quoted in leading publications including The Wall Street Journal, Reuters, and Investor’s Business Daily, among others. Brian received two Bachelor of Science degrees from Rensselaer Polytechnic Institute. He is a father of triplets with significant higher education expenses in his future.
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