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🎄 December Coffee Talk: “529 Plans — The Gift That Grows” 🎁

Are you looking for a meaningful holiday gift for your children or grandchildren—something that lasts far longer than toys, gadgets, or clothes? In this month’s Saturday Morning Coffee Talk, we explore how 529 college savings plans can be one of the most powerful gifts you can give.

In this short 5-minute session, we cover:
✔️ What a 529 plan is and why it’s such an effective education savings vehicle
✔️ What the funds can be used for — from college and trade school to student loan repayment
✔️ What happens if the money isn’t fully used and how flexible these accounts have become
✔️ Why 529 contributions make a perfect holiday or year-end gift, especially for grandchildren
✔️ Key planning considerations and how to integrate 529s into your family’s financial strategy

Whether you’re a parent, grandparent, or someone who simply wants to invest in a child’s future, this video gives you a clear and simple overview of how 529 plans work and how they can create lifelong impact.

If you’d like help starting a 529 plan, making a contribution, or understanding your state’s specific benefits, feel free to reach out — I’m here to help.