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May 21, 2019

You may not be able to count on the stock market always going up, but there’s never a bear market for college costs. Tuitions continue to climb—having an education savings plan is more important than ever.

Join Portfolio Manager Charlie Toole and two of our financial planning leaders as they discuss how to weigh the characteristics of 529 plans and UTMAs, financial aid considerations and and making adjustments to these investments as your future scholars grow up.

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Want to read more about 529 plans? Click here to read our exclusive report!