September 2019 Chapter Meeting Luncheon

Wealth Management Strategies:  Maximizing the Value of 529 Plans in 2019 to the Client’s Benefit

 Speaker: Chris Stack, Esq.

Meeting Description

Why do advisors need to talk about investing in 529 plans?  Because  investing in education for family members is only 2nd to retirement savings.  Learn the following from Mr Stack’s presentation:

• How to plan and prepare as college costs continue to rise and how financial aid may or may not help families pay for college. 
• What are some of the federal income and estate tax laws that may affect college planning? 
• Last but not least, what are the options available to clients when the money is not used for a designated beneficiary’s college?

  Level of Complexity:  Complex

Learning Objective:  Help advisors understand how to maximize the value of 529 plans to the client's benefit as part of their holistic wealth management strategy.

1.5 hours CFP CE available pending approval by the CFP Board.

Featured partner: Scott Pyes, Natixis

Speaker Biography

Chris Stack, Esq., managing consultant of Savingforcollege.com, is a nationally recognized 529 authority, experienced in educational finance.  He has been an attorney for more than 25 years, licensed in New York and Pennsylvania, with experience in finance, investments and law relating to tax-advantaged products, including Section 529, since it became federal law in 1996.

As a partner at a major New York law firm, Mr. Stack advocated to his state clients the benefits of 529 programs and, beginning in 1997, served as the principal or participating author for several states’ legislation establishing 529 programs.  He also assisted several states in implementing their 529 saving programs.

Mr. Stack has been leading Savingforcollege.com LLC consulting and educational services since 2001.  Currently, he advises and consults with states and investment companies and presents nationally to employers, financial advisors, accountants, attorneys and actual investors on 529 plans. He has participated in 529 programs for his two boys since 1997. 

Pricing and Registration (Lunch is included)

Register early!  Advanced pricing and online registration is available through Sept. 9th:     

• FPA Members and First Time Visitors:  $40
• Non-Members:  $60

At the Door:

• FPA Members:  $60
• All Non-members:  $75

At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, September 10th.

Register Now!