my529

As a Utah-based employer, sharing college savings information is as easy as distributing a flier about my529 via a benefits webpage, new hire packet, etc. The sheet includes a $20 promo match, funded by my529, for new accounts that meet the outlined criteria. Reach out to [email protected] today for a customized promotional sheet.

Tax season is in full swing. Getting a tax refund this year? Consider allocating some, or all, of your refund to college savings. Utah taxpayers can elect to send their Utah state refund directly to their my529 account(s). ?

Happy St. Patrick’s Day! How much do you need in your 529 pot of gold? #FinancialAdvisorFriday

Parents of preschoolers, celebrate National Preschool Day with a special offer from my529. Visit this page for more details:?

Spring ahead with your savings, by utilizing our FREE College Savings Estimator tool to reevaluate your savings goals. It’s a great time to start doing some “spring cleaning” of your finances.?

Did you know you can enable the gifting code for your clients? For more information about our gift program: https://lnkd.in/gzzhpcww #FinancialAdvisorFriday

Happy Employee Appreciation Day! Show how much you care by sharing valuable my529 financial wellness resources with your employees. It’s a no-cost benefit to help your employees understand how a 529 plan works and how to get started. Reach out to Jenny?Sass today for more info: [email protected]. ?

Do you have a basic knowledge of 529 plans, but need a deeper dive into the terminology? Learn some key investment terms on our website:

Are your clients looking for more information about how to finance college? Check out our resource page here: #FinancialAdvisorFriday

Explore the employer benefits of sharing my529 info with employees: *No cost to the employer. *Helps employees invest for qualified education expenses for themselves or their children. *Employee onboarding materials available. *Simple to implement. *Monthly my529 content to share. *Promo match available funded by my529. *Increased productivity and morale.