529 Plans and other strategies for paying for education


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Nov 27 2023 52 mins   15

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 [email protected]

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