Money Tree Investing5 Juli 2024

How to Give the Gift of College With a 529 Plan

Patricia Roberts joins us today to discuss how to give the gift of college with a 529 plan. She has spent over two decades guiding parents on how to prepare for the high costs of higher education and avoid the burden of student loan debt. Patricia played a pivotal role in launching a nonprofit program in New York City, providing seed money for college to 200,000 public school kindergartners. Now, Patricia works with Gift of College, bringing 529 education and student loan repayment benefits to workplaces. Today we discuss...

The insights and expertise of Patricia, a seasoned professional in college financial planning.
How to prepare for the high cost of higher education and avoid student loan debt.
How a 529 benefits can be passed to the family.
How Patricia helped launch a nonprofit program in New York City that provided seed money for college to 200,000 public school kindergartners.
Gift of College and how they promote 529 education and student loan repayment benefits in the workplace.
Patricia's book Route 529.

For more information, visit the show notes at https://moneytreepodcast.com/give-the-gift-of-college-patricia-roberts-622

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Douglas Heagren | Pro College Planners

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