The Lebenthal Report

How 529 Plans Work Plus Market Insights


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On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Kristia Adrian, Vice President, 529 Specialist for J.P. Morgan Asset Management. Jordan Kimmel then joins the show to speak with Chief Investment Strategist Sam Stovall.
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The Lebenthal ReportBy Michael Hartzman, CFP and Dominick Tavella

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