Adventures in Wealth Management

Jeannette Haen - 529s


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Today, my guest is Jeannette Haen, Education Planning Consultant at Baird.

Our conversation centers around 529 plans and common questions.

Show Notes

[00:00:30] - [First question] - Gifting ideas for 529 plans.

[00:02:40] - What happens if someone doesn't use a 529 plan?

[00:05:52] - Out of state 529 plans.

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Adventures in Wealth ManagementBy Thomas Kavanagh