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This course is an in-depth look into families and how they function as they go through the various intricacies of opening and managing a 529 account. Topics to be discussed include a brief overview of 529 plan basics & eligibility, then will dive deeper into ownership considerations & beneficiary considerations, and more.
Learning Objectives:
- Identify the 529 basics and eligibility
- Determine the impact of owner, assets, and income on financial aid
- Recall how to summarize 529 plan transfers and rollovers
- Determine how to differentiate 529s to uniform gifts/transfers to Minors Act accounts
Vincent Sullivan
College Aid Pro
Director of Onboarding and Engagement
[email protected]
(720) 318-9765
Vince has worked in the financial services industry for his entire career, working for the past several years focusing on 529 college savings plans and helping people save, tax-efficiently, for the financial shock of college price inflation. Vince has also spent several years representing Mutual Fund, the insurance company, and retirement services firms in various sales, distribution, and back-office servicing capacities, helping advisors across the industry build suitable protection and investment portfolios for their clients.
Vince enjoys the challenges presented by organizing and prioritizing the near-limitless college selection and financing options available in the marketplace into a cohesive, customized plan for families of all types and in all stages of life. He brings a breadth of experience and a unique perspective to the college selection process due to his 30+ years in the financial services industry
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