February 6, 2023

Letitia Berbaum Talks College Savings Planning with Jonathan Sparling

Host Letitia Berbaum was joined in the podcast studio by Jonathan Sparling, Director of Strategic Partnerships at Private College 529 Brand. Jonathan has over a decade of higher education related experience. Through his work, Jonathan has counseled students and families on college planning, savings, financing and general financial education.  He has developed content and curriculum for industry partners and advised on best practices for engaging students in educational content. He thrives on supporting individual consumers reach their higher education objectives while also consulting industry partners on effective strategies to support their customers.  In this episode Letitia and Jonathan discuss the nuances and benefits of 529 plans.

In this episode learn more about:

-What a 529 Plan consists of as a Tax Advantage College Savings Plan
-How a 529 Plan can be created
-What the benefits are of a 529 Plan and why parents often choose to create one
-Why saving early and often can add up efficiently
-Top tips for strategizing education-focused savings plans

Learn more about Jonathan Sparling and Private College 529 Brand by visiting: https://www.collegewell.com/private-college-529-plan/


The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com


NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.

Axxcess and its advisors do not provide tax advice. Representatives have general knowledge of tax. Consult your tax professional.

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