Subscribe
Share
Share
Embed
Saving for college and other educational needs is one of the most pressing financial planning concerns. Investors are looking to their financial advisors for guidance. In this episode, we’re going to look at the role 529 plans play and why they’re so important in improving client outcomes and in supporting practice management. My guest, Leslie Geller, will be talking about the expanded set of educational expenses 529 assets can fund, details of Capital Group’s CollegeAmerica savings plan – one of the largest in the country with approximately $80 billion in assets under management, as well as how Secure 2.0 has lowered barriers to opening and funding a 529. - Here is a link for more information about Capital Group and its 529 offerings: CollegeAmerica 529 Savings Plan - https://www.capitalgroup.com/individual/what-we-offer/college-america-529.html 529 Advisor Research Report – Benefits and Barriers: How advisors and clients view education savings in the current market - https://www.capitalgroup.com/content/dam/cgc/shared-content/documents/reports/03_FF_PR-529_Advisor_Study.pdf My previous podcast with Leslie: The Questions to Ask Your Female Clients - https://www.advisorperspectives.com/podcasts/2019/12/16/the-questions-to-ask-your-female-clients A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”
Saving for college and other educational needs is one of the most pressing financial planning concerns. Investors are looking to their financial advisors for guidance. In this episode, we’re going to look at the role 529 plans play and why they’re so important in improving client outcomes and in supporting practice management.
My guest, Leslie Geller, will be talking about the expanded set of educational expenses 529 assets can fund, details of Capital Group’s CollegeAmerica savings plan – one of the largest in the country with approximately $80 billion in assets under management, as well as how Secure 2.0 has lowered barriers to opening and funding a 529.
-
Here is a link for more information about Capital Group and its 529 offerings:
A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.