Saving for a child’s education is a propriety for many parents and grandparents. 529 plans can offer distinct opportunities for students and savers. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER ®️ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how a 529 plan may help students by giving them a financial head-start for their education, while at the same time giving tax benefits to those who save.

Listening Time: 27 minutes

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Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”),an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.