Understanding eligible 529 expenses can help you make informed decisions. Explore qualified expense categories including room and board, books, supplies, technology, K-12 tuition, apprenticeship programs, and student loan repayments to better understand how 529 savings may be used.

 Webinar Registration - Zoom

Overview of 529 qualified expense categories

• College expenses: tuition, room & board, books, and supplies
• K-12 expenses beyond just tuition
• Technology and equipment requirements
• Apprenticeship and trade school programs
• Student loan repayment options and strategies
• Q&A

This educational presentation is designed to provide information to help you make informed decisions about college savings planning. All content is for educational purposes only.

By registering for this webinar, you are giving TIAA and ScholarShare 529 College Savings Plan permission to send you additional information on their products and services.

Speakers

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  James Palen

  Sr Consultant·Scholarshare 529

  James spends his time educating individuals, households, and HR leadership on the intricacies of 529 college savings plans. In the past James has worked as both a fee-based financial advisor and retirement consultant to help families understand all sorts of savings goals, including college savings. Starting in 2021 James has switched to be college savings only for families and organizations. James is a Chartered Alternative Investment Analyst and has an undergraduate degree from the University of Maine Orono in Financial Economics.