For Your Benefit

529 Plans and Other Strategies for Paying for Education

Host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®, and Kaitlin Schaeffer Yardley, CFP®.

November 27, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®, and Kaitlin Schaeffer Yardley, CFP®.

Karen and Kaitlin will talk about:

  • The new and improved 529 plans
  • Other strategies for meeting education costs
  • Educating children about money

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com

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