The ABCs of Education Savings Guide

The ABCs of Education Savings Guide

Explore three fundamental pillars of your client's education savings journey

The ABCs of Education Savings guide was designed to motivate good saving behavior and help to make the careful planning involved in crafting a plan less overwhelming.


Understand and familiarize yourself with the education savings landscape.


Consider the options and begin to build a plan that fits your needs.


Protect and care for your plan to maintain good saving habits.

Note: We have included speaker notes within the presentation to help you in your client conversations. For more information on talking to your clients about CollegeBound 529, click here.