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The Latest on 529 Plans
Tuesday, January 16, 2024 Private College 529 Plan Learn about recent changes to 529 plans, including how they're treated in financial aid, and the impact for your clients.
On-Demand Webinar
The Latest on the Changing Financial Aid Landscape
Monday, April 17, 2023 Private College 529 Plan Updates coming to college financial aid, including the FAFSA application. Hear from senior-level financial aid administrators from the University of Notre Dame and USC on these changes, their implications for families, and how to support your clients.
Guide
Advanced Financial Planning Strategies for High-Net-Worth Clients
Thursday, January 19, 2023 Commonwealth Download our guide to explore creative, comprehensive financial planning solutions for your high-net-worth clients’ unique needs so you can win and retain their business.
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