FPA East Bay Breakfast Meeting 8/5/15 

While 529 plans have been designed to allow families to save and invest for college, there are many features that participants may benefit from in ways most are unaware of. This presentation “turns the page” on 529s to explore their numerous benefits and the mechanics of how to maximize their value. Income tax, gift & estate tax, creditor protection, beneficiary flexibility and other features will be discussed. It will present how the clients can get these numerous benefits for the cost of a mutual fund. The presentation will conclude with a question & answer opportunity.

About Our Speaker

Chris Stack, Esq. Managing Consultant, Savingforcollege.com, is a nationally recognized 529 authority and experienced in education & finance. He has been an attorney in good standing for over 25 years, licensed in New York & Pennsylvania, with experience in finance, investments and law relating to tax-advantaged products, including Section 529, since it became federal law in 1996. As a partner at a major New York law firm, Chris advocated to his state clients the benefits of 529 programs and beginning in 1997 served as the principal or participating author for a number of states’ legislation establishing 529 programs. He assisted several states implement their 529 saving programs which now service over $15B in assets.