529 College Savings Plans (Zoom)
Registration requested for this free program. Register at:
Thinking about saving for your child's college tuition can be a daunting and overwhelming experience. This seminar will help attendees understand the challenges that students have today and in the future when it comes to paying for college, as well as rethinking several misperceptions that many people have about college planning.
Additionally, attendees will learn about the different options available to fund a college education, while focusing on the features and benefits of one option in particular, the 529 Plan, an education savings vehicle that is a no-brainer despite the fact that research suggests that only 29% of Americans have even heard of it.
Attendees will also gain a familiarity with how to make sense of the college savings process and will leave the seminar with a feeling of comfort around how to make more informed—and more confident—decisions about their college planning and saving process. Find out why our presenter, Bradley Baskir, believes the 529 plan is the single most under-utilized, but advantageous investment vehicle that exists.
Bradley Baskir is a financial advisor at Morgan Stanley in Boston. He works with clients to help build a sustainable financial plan to achieve their financial and life goals and manage their assets for them. He studied finance and marketing at the Olin Business School at Washington University in St. Louis. Professionally, Bradley worked as a management consultant at PwC in Boston before making the transition to the financial services industry. Bradley is licensed in NJ, NY, MA, CT, FL, and TX. In his spare time, he coaches a middle school boys basketball team and volunteers in various capacities in the Greater Boston community. He lives in Brookline with his wife and baby daughter. Bradley has already delivered free webinars focused on Financial Wellness and Literacy to companies, synagogues, schools, alumni networks, and public libraries, and enjoys giving back to his communities in this way. For more information on his professional background, check out his website here.