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19 Jan
SAVING FOR COLLEGE - Understanding 529 Plans


Please join Concord River Financial on Tuesday, January 19th at 5pm as we welcome nationally recognized 529 authority, Chris Stack, Esq., who will lead a 30-minute discussion on the importance of 529 plans to pay for college.


Chris Stack, Esq.
, Managing Consultant,, is a nationally recognized 529 authority and experienced in educational finance. An attorney for over 30 years, licensed in New York & Pennsylvania, Chris has 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, he 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.

He has been leading LLC consulting and educational services since 2001. He is intimately familiar with the provisions of Section 529 itself, as well as the various state programs. LLC. is a third-party industry consultant that is not affiliated with any 529 program manager or any financial institution.

Financial Advisors with Waddell & Reed offer securities and investment products and services through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. • WRI is not affiliated with Chris Stack or • Investing involves risk and the potential to lose principal.

This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Please consult with a professional regarding your personal situation.

Investors should consider the investment objectives, risks, charges, and expenses associated with 529 plans before investing; specific plan information is available in each issuer's official statement, which can be obtained from your financial professional. Be sure to read carefully before investing.

There is the risk that investments may not perform well enough to cover college costs as anticipated. Also, before investing, consider whether your state offers any favorable state tax benefits for 529 plan participation, and whether these benefits are contingent on joining the in-state 529 plan. Other state benefits may include financial aid, scholarship funds, and protection from creditors.

Date and Time

Tue, Jan 19, 2021

5:00p - 5:30p EST


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