Webinar
Future Tuition, Present Decisions: Exploring Education Savings Options
The Real Options for Saving Toward Your Child's Education
College costs keep climbing, and most parents aren't sure where to even start. A 529? A custodial account? Just a regular savings account? The options can feel overwhelming, and it's easy to put off the decision entirely.
Join us for our August member webinar, where we'll break down the real options for saving toward your child's education, including 529 plans, and help you figure out what actually makes sense for your family.
What we'll cover:
Why education savings is one of the most postponed (and most impactful) financial goals
A clear breakdown of 529 plans: how they work, the tax advantages, and common misconceptions
Other ways to save for education, including custodial accounts (UTMA/UGMA), Coverdell ESAs, and simple taxable savings
How to think about tradeoffs between flexibility, tax benefits, and financial aid impact
What to expect:
We'll kick things off with a quick framing of the education savings landscape and how it fits into your bigger financial picture. Then we'll open it up to group discussion with our panelists on the practical tradeoffs between account types. We'll wrap up with an open Q&A.
