Smart Strategies for Education Savings: Understanding 529 Plans
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Preparing for education costs can feel overwhelming, but having a plan in place can make all the difference.
In this exclusive on-demand webinar, Ethan Pace, CFP® and Kevin Conard, CRPC® share how 529 education savings plans work, the unique benefits they offer, and recent updates that can help families plan more confidently for the future.
This session covers important considerations, including tax advantages, flexible use of funds, and what changes like the SECURE Act 2.0 could mean for your long-term strategy.

Ethan Pace, CFP®, CMFC®
Ethan’s early experience saving for his own education shaped his passion for helping others plan ahead. His first lesson in balancing spending and saving started long before his career in financial planning…

Kevin Conard, CRPC®
Kevin’s passion for building a better kind of financial firm started with one simple idea: putting families first. His approach to helping clients plan for their future, including education goals, has shaped everything he has built…
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