Maximizing the Value of 529 Plans
Hosted by
Paula Smith
Senior Vice President, Head of DC and College Savings Products
You’ll Learn
During the month of May there’s a lot of media attention on 529 college savings plans, culminating in National College Savings Day a.k.a. 529 Day on May 29th. 529 college savings programs can be your entry into an investment stream, in the form of contributions from grandparents, family and parents to a child's education.
Join Voya Investment Management for an informative, interactive webinar with Voya's Paula Smith, Senior Vice President, Product Strategy and Development - Retirement and College Savings, who will offer advice on how you can tap the potential of 529 plans to build your business.
Paula will discuss:
- How 529 plans affect financial aid
- Growing your book by prospecting friends and family for college savings contributions
- Creating a niche to address one of the biggest financial planning concerns of Americans
Eligible attendees may obtain CE credit for: CFFP, CFP®, CFA, IWI, and PRP®.