Huvane Wealth Management Conversations

An Introduction to 529 College Savings Plans


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Listen to this conversation between Tom and Kris Adrian, a 529 plan specialist at JP Morgan. You’ll learn the current costs of a public and private university and how to calculate future college costs. They discuss grants and scholarships and the factors that matter most when applying for financial aid. Finally, what is a 529 plan and why it might be a solution to your college savings plans.
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Huvane Wealth Management ConversationsBy UBS advisor podcasts