Understanding Education Savings / 529 Plans

Coffee with Crossan Educational Event Series

David Crossan, CFP®, CLU®, CRC®, Managing Partner of Shoreline Wealth Management, is joined by education savings specialist Tara Denk of Franklin Templeton to discuss the fundamentals of 529 education savings plans and how they can help families prepare for future education expenses.

Whether you're a parent, grandparent, or someone planning for a loved one's future, this session explores the potential tax advantages of 529 plans, contribution strategies, investment considerations, and ways to incorporate education savings into a broader financial plan. At Shoreline Wealth Management, our goal is to make financial planning topics easier to understand and help clients make informed decisions with greater clarity and confidence.

At Shoreline Wealth Management, we focus on making retirement planning and wealth management concepts clear and approachable so you can make informed decisions with confidence.

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CRC conferred by InFRE®

Kevin Russ, Brighthouse Financial, is not affiliated with or endorsed by LPL Financial and Shoreline Wealth Management.

Content provided at the event is for general information only and not intended to provide specific advice or recommendations for any individual