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The OBBBA’s 900 pages addressed many facets of financial planning, including strategies for caring for your family through a thoughtful educational plan. Join us for Instant Insight: OBBBA & Education Planning, a brief, insightful interactive update where we’ll discuss:

What new provisions of the law affect planning for the cost of education?
529 Plan changes – let's review them
Are there new savings options?

Presenters

Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE

Arabella Parins, CFP® Financial Planning Specialist

Rebecca Posig, CFP®, Financial Planning Specialist

Webinar: Instant Insight: OBBBA & Education Planning by Annex Wealth Management

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