5-30-21 – Vivian Tsai - College Savings Foundation

Episode 166 • June 01, 2021 • 00:40:54
5-30-21 – Vivian Tsai - College Savings Foundation
Money Sense
5-30-21 – Vivian Tsai - College Savings Foundation

Jun 01 2021 | 00:40:54

/

Hosted By

Karen Ellenbecker

Show Notes

Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and the trends of how current individuals and families are saving for education.
Previous Episode
Next Episode

Other Episodes

Episode

December 09, 2023 • 00:43:09
Episode Cover

EIG Tax Team Roundtable

Join the EIG Tax Team for an end-of-year tax discussion covering the new residential energy credits, electric vehicle credits, and Secure Act 2.0 changes...

Listen

Episode

April 30, 2022 • 00:42:09
Episode Cover

Disability Insurance and Injury Rehab with Nate Hornung & Diane Gastrow

Heather Deaton, CFP®, CSRIC ™, Wealth Advisor talks with Diane Gastrow, Director of Insurance Planning at EIG, and Nate Hornung, Clinic Director/Owner of Team...

Listen

Episode

April 02, 2023 • 00:44:36
Episode Cover

Financial Symposium with Cheryl McMurtry

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Cheryl McMurtry, Founder & President of McMurtry Financial Services, sit down to discuss Cheryl's upcoming ...

Listen