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Director of Regulatory Operations and Compliance PCS Retirement
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EPIC RPS
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Regional Sales Director-Heartland July Business Services
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Internal Channel Sales Team Lead July Business Services
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EPIC RPS
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Relationship Manager – Defined Contributions Daybright Financial
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Spectrum Pension Consultants (part of Daybright Financial)
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Stones River Consulting
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Daybright Financial
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Education: Comparing Coverdell ESAs, 529 Plans, UTMAs, & UGMAsAscensus |
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Dec. 8, 2026 2:00 p.m. ET Webinar |
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The cost of attending one of America's colleges is certainly not getting any cheaper. This course will review the various options for setting money aside to help pay for this high-cost venture. Learning objectives include discussing the concepts and benefits of Coverdell ESAs, tax benefits and allowable education expenses for ESA and 529s plans, the differences between 529 college savings plans and prepaid tuition plans and understand how UGMA and UTMA accounts have been used to fund college education. |