529 College Savings Plans for Grandparents, with Jeffrey Pritchard
Welcome Jeffrey Pritchard to the bookstore on Thursday, March 21st at 7pm as he shares some of the tips outlined in his new book, 529 College Savings Plans for Grandparents. Published by Heritage Press, a leading source of objective information on the most cost effective ways to save for college, this 2019-2020 edition includes new information about using 529 plans to pay for K-12 tuition, a chapter on 529 ABLE plans for students with disabilities, and unique strategies for families to create multi-generational educational legacies. Widely praised by academics, financial planners and college consultants, 529 industry insiders have called this the seminal work on college savings plans.
The in-depth resource also provides insightful specifics on complementary topics such as student loans, scholarships, financial aid, and even addresses potential family flashpoints that can arise when mixing relatives with money. The book also answers many common questions related to using 529 college savings plans in conjunction with other savings vehicles, and clarifies topics such as contribution strategies, investment management, withdrawal procedures, tax planning and long-term monitoring of the account.
Jeffrey Pritchard's entire career has been one of assisting affluent families, in conjunction with their professional advisors, in achieving their often complex, multigenerational financial and philanthropic goals. He spent nearly two decades in the trust and investment management field, culminating as a senior vice president at U.S. Bank. In 2007, Jeff transitioned to the philanthropic sector as the National Key Account Manager for Schwab Charitable, and later as the Director of Philanthropic Services for the Greater Tacoma Community Foundation. Jeff holds a Master of Business Administration degree (MBA), is a Certified Financial Planner (CFP) and a Chartered Advisor in Philanthropy (CAP). He is the author of five other books and has been quoted in publications such as US News & World Report, Trusts & Estates, Money, and USA Today.