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Maximizing the Use of 529 Plans for Military Families

October 15 @ 11:00 am - 12:30 pm EDT

Free
Coins in clear jars on the ground. Symbolizing money in the soil. Sunlight peaking through the trees in the background

About This Webinar

529 plans can be a savings tool for more than just college expenses; they can be used for K-12 tuition payments, to repay student loans, and to purchase computers or other related educational expenses. This webinar covers how 529 education savings plans can be leveraged to provide tax-advantaged savings for future educational expenses. Gain the knowledge and tools you need to effectively support military families in planning for their children’s education, including qualifying expenses, Roth rollovers, private 529 plans, and ABLE accounts. 

Learning objectives:

By the end of this webinar, learners will be able to: 

  • Identify the 2024 changes to 529 college savings plans including the option to rollover unused funds.
  • Understand the tax implications for 529 contributions and withdrawals, including gift tax exclusions. 
  • Describe qualifying expenses covered under 529 plans. 
  • Distinguish between the 529 plan and 529A (ABLE accounts).

Presenter

headshot of presenter Andrew Zumwalt

Andrew Zumwalt

Andrew is the Program Chair and an Associate Teaching Professor for the Personal Financial Planning program in the Division of Applied Social Sciences at the University of Missouri and an Adjunct Professor at The American College.

Continuing Education (CE) Credit

  • Accredited Financial Counselors (AFC): This webinar is approved for 1.5 continuing education (CE) credits by the Association for Financial Counseling & Planning Education (AFCPE). 
  • Certified in Family and Consumer Sciences (CFCS)This webinar is approved for 1.5 continuing education (CE) credits from the American Association for Family and Consumer Sciences (AAFCS).
  • Certified Personal and Family Finance Educator (CPFFE): This webinar is approved for 1.5 continuing education (CE) credits from the American Association for Family and Consumer Sciences (AAFCS). 
  • Certified Personal Finance Counselors (CPFC): This webinar is approved for 1.5 continuing education (CE) credits from The Center for Financial Certifications (FinCert.org). **Note: Eligibility for CE credit will close October 15, 2027
  • Certified Family Life Educators (CFLE): This webinar is approved for 1.5 continuing education (CE) credits from the National Council on Family Relations (NCFR). 
  • OneOp Certificates of Attendance are available for those interested in additional documentation of professional development activities.

Event Materials

Webinar Flyer

Webinar slides and resources will be added the day prior to the live session.

Photo Credit: gohgah / Adobe Stock

Details

Date:
October 15
Time:
11:00 am - 12:30 pm EDT
Cost:
Free
Event Category:
Event Tags:

How To Join

Complete the registration form with your name, email address, and how you learned about this webinar. You should receive a confirmation email shortly after with the connection information. Please email us at [email protected] if you have any questions or need technical support.

If you are unable to join the webinar via Zoom, please view the live-streamed webinar at https://www.youtube.com/c/OneOp/live.

More Info

Format
Upcoming Webinars
Continuing Education Credits Available
AAFCS
AFCPE
FINCERT
NCFR
Webinar URL
https://auburn.zoom.us/j/82952728107
Webinar ID
8295 2728 107
Dial in numbers
If you are unable to connect to Zoom or access YouTube
dial in by phone: 1 301 715 8592
International numbers
International numbers available: https://auburn.zoom.us/u/kqtp5RZgD

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