Description
One of our most-requested events returns.
When we hosted this session last year, the response was clear: families want more than the basics when it comes to education savings. So we're bringing it back.
Join us for a virtual webinar featuring Geoff Williams, 529 Specialist at John Hancock Investment Management, as we walk through the strategies that matter most for parents, grandparents, and beneficiaries navigating college savings today.
What We'll Cover
- The flexibility built into 529 plans... that most people don't utilize
- How 529s stack up against UGMA/UTMA accounts and Coverdell ESAs
- Tax, gifting, and estate planning opportunities tied to education savings
- What recent legislative changes mean for beneficiaries
Who Should Attend
This session is a good fit for you if you're:
- A parent or grandparent with kids or grandkids heading to college someday
- A beneficiary of a 529 plan who has never dug into what that means
- Someone who wants to understand the tax and estate planning side of education savings... not just the savings side
Date and Time
Tue, Aug 11, 2026
4:00p - 5:00p CST
Location
Zoom Webinar
Geoff Williams is not affiliated with Cetera Wealth Services, 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.