A PLAN FOR COLLEGE IS ESSENTIAL...

Families with college plans invest more, set higher goals and are twice as likely to open 529 accounts. *

Here are two ways to help deliver the sound advice your clients need:

1. Order J.P. Morgan’s newly updated College Planning Essentials

2. Attend our Advisor webcast

2
ADVISOR WEBCAST REPLAY

Year-end 529 college planning strategies

Recorded November 19, 2014
Dial-in: 800-294-3086
Passcode: 85621
View webcast

Listen to 529 plan expert, Michael Conrath, discuss how College Planning Essentials can help:

Attract new assets and clients
Capture existing assets held in taxable accounts
Maximize family gifts and state tax benefits

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