Saving for education is one of the most meaningful — and complex — financial goals many families face. With the cost of college rising and legislative changes affecting 529 plans, it’s more important than ever to stay informed and strategic.

Join us for Advanced College Savings Concepts, a free virtual event designed to help parents, grandparents, and beneficiaries better understand how to maximize their education savings.

This session will feature guest speaker Geoff Williams, 529 Specialist at John Hancock Investment Management, and will explore:

• The unique benefits and flexibility of 529 plans

• How 529 plans compare to alternatives like UGMA/UTMA and Coverdell ESAs

• Estate and tax planning opportunities using 529 strategies

• The impact of recent changes on beneficiaries — and what they need to know

Whether you're currently contributing to a 529 plan or simply exploring your options, this webinar will give you the tools and clarity to make confident decisions.

Who should attend?

This session is ideal for:

• High-net-worth parents or grandparents funding education for children or grandchildren

• Beneficiaries of 529 plans who want to understand their options

• Anyone interested in the tax, gifting, or estate planning potential of college savings vehicles

All are welcome — including clients, family members, and anyone looking to make more informed choices about education funding.
We’re here to be a resource as you plan for the people and future that matter most.

Geoff Williams is not affiliated with Cetera Advisor Networks LLC.

This workshop is purely educational. No products or services will be offered for sale and there is no obligation.

Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing.

Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.