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Many of our clients are aware that 529 Education Savings Plans are a viable option for funding a broad range of education costs and expenses for children and grandchildren. But they may not be aware that savings accumulated through these plans may also be used to cover certain adult continuing education needs, including many professional ongoing education programs and certain certification program requirements. As the need for and interest in these program grows, clients rely on our guidance in choosing the right plan for their needs.
LPL Financial offers a broad spectrum of 529 plan options to assist clients of all ages in employing the most appropriate tax-advantaged strategies for education funding.