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529 Legg Mason - Scholars Choice

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  • Do 529 plans hurt the chances of receiving financial aid? Get the facts.
    Do 529 plans hurt the chances of receiving financial aid? Get the facts.
    Victoria Barrington, Legg Mason College Savings Sales Director Recorded: May 19 2015 62 mins
    FOR FINANCIAL ADVISORS ONLY - NOT FOR GENERAL PUBLIC
    How will your clients pay for college? Increasingly, families are looking to their trusted Financial Professional to assist them in developing a complete college funding strategy.

    During this seminar we will cover essentials including:

    - Understanding 529 benefits and financial aid impact
    - Explaining the 4 types of financial aid
    - Demystifying the financial aid eligibility calculation
    - Five Steps to Successful Savings

    We’ll distill the complicated world of scholarships, grants, work-study and student loans into the basics that every family needs
    to know.
  • 529 Conference: Easing the Student Debt Crisis with a Holistic Approach Teaser
    529 Conference: Easing the Student Debt Crisis with a Holistic Approach Teaser
    Consuelo Mack, Peter Mazareas, Randy Hardock, Joel B. Carstens Recorded: Sep 17 2014 3 mins
    The Partnership Between 529s, Colleges and the Federal Government

    - Can 529s solve the problem, alone?
    - What new approaches are colleges offering to students?
    - How can federal dollars be spent more effectively?

    Moderator:
    Consuelo Mack, Executive Producer and Managing Editor, CONSUELO MACK WEALTHTRACK on Public Television

    Panelists:
    Peter Mazareas PhD, Co-Founder, Invite Education
    Randy Hardock, Partner, Davis & Harman LLP and Counsel, College Savings Foundation
    Joel B. Carstens, University Director of Financial Aid, University of Pennsylvania

    Sponsored by Legg Mason
  • 529 Conference: Randy Hardock
    529 Conference: Randy Hardock
    Randy Hardock, Partner, Davis & Harman LLP and Counsel, College Savings Foundation Recorded: Sep 17 2014 16 mins
    529 Conference: Randy Hardock
  • 529 Conference: Joel B. Carstens
    529 Conference: Joel B. Carstens
    Joel B. Carstens, University Director of Financial Aid, University of Pennsylvania Recorded: Sep 17 2014 13 mins
    Joel B. Carstens, University Director of Financial Aid, University of Pennsylvania
  • 529 Conference: Peter Mazareas Clip
    529 Conference: Peter Mazareas Clip
    Peter Mazareas PhD, Co-Founder, Invite Education Recorded: Sep 17 2014 11 mins
    529 Conference: Peter Mazareas Clip
  • Easing the Student Debt Crisis with a Holistic Approach: Panel only
    Easing the Student Debt Crisis with a Holistic Approach: Panel only
    Consuelo Mack, Peter Mazareas, Randy Hardock, Joel B. Carstens Recorded: Sep 17 2014 20 mins
    Easing the Student Debt Crisis with a Holistic Approach: Panel only

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