Plan now, and you can get ahead of future college, university, or technical school costs in your child’s future. Start saving, and your child will grow up knowing that college can be part of his or her dreams.
- Who can contribute to a 529 Plan.
- Learn the broad range of qualified educational expenses a 529 Plan can be used for.
- Planning beyond a traditional four-year college education.
- How to effectively put a 529 Plan to work for your estate
- Tax advantages and Estate planning benefits tied to 529 plans.
- How to incorporate a 529 plan for a comprehensive financial wellness plan.
- Learn the full range of investment options that fit your needs.
- Start today. It’s never too early — or too late
- Looking to Pay for Study Abroad? A 529 Plan Can Help.
Doug is a Financial Advisor at EBW. He has been part of the team for 12 years.
Doug changed careers from clinical healthcare when a family member suddenly became ill forcing an early retirement. Through financial hardships, he learned the importance of developing a strong foundation to weather any of life's unknowns. He applies these same building blocks with the individuals and families he works with today.
Originally from Western New York he enjoys riding a tandem with his wife, Maria. When not training for their next adventure, he is busy raising his young children Lena and Lio.
He is a graduate of American University with a Bachelor of Arts in Philosophy and a concentration in Pre-Medical Studies.
Logan Reed, CFP®
Logan has been with EBW for 6 years, first in the support staff role and recently promoted to Financial Planner.
Logan graduated from Virginia Tech in 2017 with a concentration in financial planning and started working with EBW immediately afterward. He attained his Certified Financial Planner® certification in 2019.
Logan lives with his wife and young daughter in their hometown of Luray and commutes to the EBW office in Tysons.
His goal is to help people take the stress and misunderstanding out of their finances and he believes that good planning can help everyone, no matter their personal situation.
Securities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a Broker/Dealer & Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
This event is purely educational. No products or services will be offered for sale and there is no obligation.
Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer’s official statement and should be read carefully before investing. Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investing in any state’s 529 Plan.
Date and Time
Tue, Jun 27, 2023
6:30p - 8:00p EST