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How to Give the Gift of College With a 529 Plan

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Manage episode 427294790 series 158497
Content provided by Money Tree Investing Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Tree Investing Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Patricia Roberts joins us today to discuss how to give the gift of college with a 529 plan. She has spent over two decades guiding parents on how to prepare for the high costs of higher education and avoid the burden of student loan debt. Patricia played a pivotal role in launching a nonprofit program in New York City, providing seed money for college to 200,000 public school kindergartners. Now, Patricia works with Gift of College, bringing 529 education and student loan repayment benefits to workplaces. Today we discuss...

  • The insights and expertise of Patricia, a seasoned professional in college financial planning.
  • How to prepare for the high cost of higher education and avoid student loan debt.
  • How a 529 benefits can be passed to the family.
  • How Patricia helped launch a nonprofit program in New York City that provided seed money for college to 200,000 public school kindergartners.
  • Gift of College and how they promote 529 education and student loan repayment benefits in the workplace.
  • Patricia's book Route 529.

For more information, visit the show notes at https://moneytreepodcast.com/give-the-gift-of-college-patricia-roberts-622

Today's Panelists:

Follow on Facebook: https://www.facebook.com/moneytreepodcast

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter/X: https://x.com/MTIPodcast

  continue reading

662 episodes

Artwork
iconShare
 
Manage episode 427294790 series 158497
Content provided by Money Tree Investing Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Tree Investing Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Patricia Roberts joins us today to discuss how to give the gift of college with a 529 plan. She has spent over two decades guiding parents on how to prepare for the high costs of higher education and avoid the burden of student loan debt. Patricia played a pivotal role in launching a nonprofit program in New York City, providing seed money for college to 200,000 public school kindergartners. Now, Patricia works with Gift of College, bringing 529 education and student loan repayment benefits to workplaces. Today we discuss...

  • The insights and expertise of Patricia, a seasoned professional in college financial planning.
  • How to prepare for the high cost of higher education and avoid student loan debt.
  • How a 529 benefits can be passed to the family.
  • How Patricia helped launch a nonprofit program in New York City that provided seed money for college to 200,000 public school kindergartners.
  • Gift of College and how they promote 529 education and student loan repayment benefits in the workplace.
  • Patricia's book Route 529.

For more information, visit the show notes at https://moneytreepodcast.com/give-the-gift-of-college-patricia-roberts-622

Today's Panelists:

Follow on Facebook: https://www.facebook.com/moneytreepodcast

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter/X: https://x.com/MTIPodcast

  continue reading

662 episodes

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