Steps to Employee 529 Financial Wellness

Icon for the number one on a green background

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

Icon for the number two on a green background

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