(ON DEMAND) Saving for Education: Coverdell & College Savings Plans

Email to Order the Recording + Free Digital Download

As the cost of education continues to climb, the amount of debt students and parents are accumulating is alarming. It is more important now than ever before to plan and save for education – and to save often and early.

This webinar will offer timely information regarding the rules and benefits of saving for education with Coverdell Education Savings Accounts and 529 College Savings Plans. The information will be presented in a manner that will be beneficial to all attending on both a professional and personal level. Whether you deal directly with Coverdell ESAs or 529 College Saving Plans, or want valuable personal knowledge, this session is for you. Participants will be provided with the information needed to have comfortable and knowledgeable customer discussions on the rules and benefits of college savings plans. Staff with Coverdell ESA operational, reporting, or managerial responsibilities will obtain a solid understanding of the rules and their important responsibilities.

HIGHLIGHTS
Concepts and tax benefits of 529 College Savings Plans and Coverdell ESAs
Differences between 529 College Savings Plans and Prepaid Tuition Plans
529 College Saving Plan and Coverdell ESA eligibility requirements and contribution limits
Allowable qualified educational expenses
Distribution rules for each type of plan
Importance of understanding beneficiary and portability rules
Operational and reporting reqhttp://web.icbm.org/events/Saving-for-Education-Coverdell-College-Savings-Plans-(Webinar)-916/detailsuirements of Coverdell ESAs
Impact of these plans on potential federal financial aid

TAKE-AWAY TOOLKIT
Employee training log
Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND? Customer service staff, managers, licensed insurance representatives, and registered representatives with the information needed to confidently provide the information required for customers to make informed college savings decisions through the use of 529 College Savings Plans and Coverdell ESAs. It will also provide individuals with Coverdell ESA operational or compliance responsibilities with current guidance on the establishment, processing, and government reporting requirements.

ABOUT THE PRESENTER – Frank J. LaLoggia, President of LaLoggia Consulting, Inc., a pension and financial consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans and financial-services offerings Nationally renowned, Frank coordinates and conducts pension and financial seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 35 years’ experience in employee benefits, and always in demand, his client list is impressive. He has assisted many leading financial organizations in the pension and financial services industries. Frank has achieved the designation of Deferred Compensation Specialist through Northeastern University’s Center for Continuing Education and The National Retirement Plans Training Conference.