Episode 139 529 Plans

15/08/2024 5 min
Episode 139 529 Plans

Listen "Episode 139 529 Plans"

Episode Synopsis

School is back in session! In this week's episode, we will discuss the benefits and limitations of 529 plans. It is never too early or late to build a financial plan that supports lifelong learning for your children, grandchildren, and yourself. Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137. (901) 422-7526. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.