529 Checklist

Every dream of a college campus, a trade certificate, or a classroom door opening starts with someone who believes enough to plan ahead. A parent. A grandparent. A loved one who wants to say, “I’ve got your back.” Supporting an educational dream is one of the most meaningful gifts you can give, but knowing how to prepare can feel overwhelming.

That’s where our 529 Savings Plan Preparation Checklist comes in.

This simple, thoughtful checklist is designed to help you take confident steps toward funding a loved one’s future. It walks you through what to consider, what to prioritize, and how to make smart choices along the way, so your good intentions turn into real opportunities. No jargon. No guesswork. Just clear guidance to help you plan with purpose and confidence.

To receive your copy, submit the form below and we’ll deliver the checklist straight to your inbox. It will be sent to the email address you provide. Please note: delivery may take a little time to arrive.

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*Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.