Steps to Employee 529 Financial Wellness
I still have questions and want to connect with a team member.
Phone Call to Learn More
Schedule a phone call at your convenience with one of our expert team members. Let’s get your questions answered.
15 MIN
Program Overview for HR
Schedule a zoom call for a brief overview of what 529 literacy is and what we talk about with your staff. A great opportunity for individuals in HR or a team of HR.
20 MIN
I’m ready to schedule an educational session for my employees.
Live Webinar for your Employees
Covers 529 basics/usage, investment options and how to open an account. All attendees receive a $25 Kickstart Bonus.
45 MIN
In Person Lunch & Learn
This one-hour presentation covers all the basics in our webinar over a complimentary lunch. All attendees receive a $25 Kickstart Bonus.
1 hr