Broker Check
17 Sept
College Planning Essentials: Admissions, Costs and How 529 Plans Work

Description

This session brings together the two questions families tend to face at once: what it takes to get into a good school and what it will cost when your child gets there. You'll come away understanding the factors admissions offices weigh most heavily, what four years is projected to cost by the time your child enrolls and how 529 plans work, including five-year gifting and the option to roll unused funds into a Roth IRA.

Leading the discussion is Steve Galli, Chief Investment Officer and Wealth Management Advisor. The session is built for parents at any stage, whether your child is a junior scheduling campus visits or still years away from applying. You can submit questions when you register, and there will be a Q&A at the end of the presentation. 

RSVP

Date and Time

Thu, Sep 17, 2026

12:00p - 12:45p EST

Location

Zoom Webinar

PT45M

Event Registration

Will you be able to attend this event?