The ABCs of Education Savings
We believe that education savings, presented in a simple, approachable way can reduce anxiety about saving for education and set the stage for productive discussions between you and your financial professional.
This program was designed to motivate good saving behavior and help to make the careful planning involved in crafting a plan less overwhelming. The chart book is organized into three main categories:
Acquaint: Understanding the education savings landscape
Build: Considerations in building a plan that fits your needs
Care: How to care for the 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.
