Planning for future education expenses is an important financial goal for many families. Whether you're saving for a child, grandchild, or another loved one, starting early and understanding available savings options may help you prepare for the rising cost of education.

Join our educational webinar as we explore the role 529 college savings plans can play in an education funding strategy. We'll discuss key features such as potential tax advantages, beneficiary flexibility, contribution strategies, gifting opportunities, and investment options commonly available within these plans. We'll also compare 529 plans with other education savings approaches and examine how parents, grandparents, and other family members may work together to support future educational goals. Whether you're beginning to save or looking to enhance an existing strategy, this session will provide an overview of important considerations when planning for education expenses.

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.