Saving for College Made Easy

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Managing student debt and saving for college can be one of the most confusing areas of financial planning for clients. Helping us navigate this arena on Real Wealth® is College Savings Expert Jeff Roche. As a 529 Specialist with John Hancock Investments, Roche has a diverse background in real estate and mutual funds, and currently specializes in training advisors on the intricacies of 529 plans. Jeff will go through common concerns of 529 plans, such as what costs can be covered, what are the tax advantages, and who can contribute.

 

 


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