Edvest with Khaleel Ali

Money Sense

May 13 2023 | 00:43:44

00:00 / 00:43:44

Hosted By

Show Notes

Heather Deaton, EIG Wealth Advisor, speaks with Khaleel Ali, Edvest College Savings Consultant, about 529 Savings plans; how they work, why to use them and tax advantages. Get clarity on common misconceptions.

Other Episodes

Episode 132

July 02, 2020 • 00:40:02

Conversations with a Purpose #34 - Vivian Tsai - Impact on Saving for College

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss the impact...

Episode

October 25, 2025 • 00:46:00

Technology Trends and Transformation

How did the pandemic accelerate tech innovation, and what does that mean for businesses today? Join Karen Ellenbecker, Founder & Senior Wealth Advisor, as...

Episode

July 09, 2022 • 00:45:30

Think like a Horse with Grant Golliher

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Grant Golliher, a horseman, proprietor of Diamond Cross Ranch, and the author of Think...