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  How Financial Professionals can Help Clients Save for College: Coverdell Education Savings Accounts

  Coverdell ESAs are one of the federally sponsored investment opportunities created specifically to help save for college. This type of custodial account can be set up on behalf of a designated beneficiary for them to use for qualified education expenses once they turn 18.

  Client outcomes January 6, 2023
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  How Financial Professionals can Help Clients Save for College: UGMA Accounts

  Like 529 plans and Coverdell Education Savings Accounts, UGMA accounts are yet another way your clients can save for their child’s college education.

  Client outcomes May 8, 2023

  • client relationships
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  Saving for college in a volatile market

  Saving for college in a volatile market can be concerning for clients, but you can help them navigate the ups and downs of the market with a plan.

  Client outcomes March 24, 2023

  • college savings
  • habits
  • investing strategies
  • taxes
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  How Financial Professionals can Help Clients Save for College: 529 Plans

  529 plans can help your clients save for future college tuition and other related higher education expenses. These types of accounts can also be used for vocational school or training, and in some cases, for K-12 education tuition.

  Beyond Investing October 18, 2022

  • investing strategies
  • practice management
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  Financing Childhood: What financial professionals need to know to help clients raise children

  Help clients prepare for the costs of raising a child

  Client outcomes May 18, 2023

  • income planning
  • retirement planning
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  6 tips to give your clients on investing their tax return

  Tax season provides an opportunity to reach out to your clients and start a conversation.

  Client outcomes April 20, 2023

  • income planning
  • investing strategies
  • retirement planning
  • taxes
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  How to raise a young investor

  Learn how you can help your clients teach their child how to grow their money, build wealth, and set and achieve financial goals as they grow.

  Client outcomes April 7, 2023

  • client relationships
  • habits
  • investing strategies
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  How to help LGBTQ+ clients plan their financial futures

  Understand some of the unique challenges that LGBTQ+ individuals face, that may affect their financial planning.

  Client outcomes December 30, 2022

  • healthcare
  • lgbtq
  • retirement planning
  • taxes
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  Economic Empowerment Day charts a path to Black wealth creation

  The economic power of Black Americans is rising, but there’s work to be done to close the gaps in income and wealth.

  Client outcomes June 11, 2021

  • client relationships
  • retirement planning