Q&A Webcasts

Q&A Webcast Series

In these informational webcasts, our distinguished panels of the best experts in the industry address your college savings questions and tackle some of the biggest education funding issues families are facing today. Stay tuned on this page to learn more about the next upcoming webcast, and how you can join us and submit your college savings questions!

Changing the approach to college funding advice – June 28, 2018

Join Joe Messinger, CFP®, ChFC®, CLU®, Founder & CEO of Capstone College Partners, in this powerful 60 minute session, where you'll learn the innovative College Pre-Approval™ process and together we can end the student loan crisis one family at a time.

How to Reach Your College Savings Goals With a 529 Plan – March 15, 2018

Join's Kathryn Flynn and Matthew Toner for a free, one-hour webinar. 529 plans can be confusing; Katie and Matt will break it down to help you understand what you need to know to get started with a savings plan, and will take live questions as time permits.

Year-End Q&A Webcast – December 6, 2017

As 2017 draws to a close, it's time to get serious about year-end and 2018 financial plans - including college savings. Join personal finance expert Zack Friedman, Founder & CEO of Make Lemonade, along with a panel of industry experts, as they answer questions from the audience related to year-end planning strategies and more.

College Savings Month Celebration – September 27, 2017

The month of September is widely recognized as College Savings Month. As the kids get head back to school, the topic of funding college education is at the forefront of many parents' minds. In addition to all the great events and incentives taking place to promote saving for college, join us for a Q&A webcast to discuss your biggest questions when it comes to getting started with a college savings plan.

529 Day Celebration – May 24, 2017

"5-29" Day, is a day used by many states and 529 programs to promote the benefits of saving for college using a 529 plan. Various sweepstakes and educational events take place throughout the month of May to help you open or fund an already existing 529 account. To help celebrate this great day, join us for a Q&A webcast to learn more about 529 plans, and the unique benefits they offer.

College Savings Tips with Julia Shields-Rutyna – February 28, 2017

Join's Brian Boswell and the Massachusetts Educational Financing Authority (MEFA)'s Julia Shields-Rutyna for a live Facebook event, Tuesday, February 28th. Brian and Julia will be taking questions from the audience on topics like 529 plans, financial aid and more.

How to Achieve the College Dream – February 8, 2017

Some students who perform well academically, but are hesitant to apply to selective colleges because of their social or economic backgrounds. In this live Q&A event, Maria Carla Chicuen, author of Achieve the College Dream, offers practical advice on how students of all income levels can make their dream school a reality.

The Best Way to Save For College – December 8, 2016

Second only to retirement, planning for your children's college education is one of the most important financial decisions your family has to make. In this video,'s Brian Boswell and Putman Investment's Judy Minsk cover important college financing topics, including costs, savings goals and 529 plans.

Six Winning Strategies to Cutting the Cost of College – October 19, 2016

The absolute best way to make college more affordable for your family is to become an educated college consumer. In this webinar, Lynn O'Shaughnessy, a nationally recognized higher-ed expert, will get you started by sharing six little-known yet powerful ways to cut college costs for parents with teenagers.

Financial Aid Awareness Month Webcast – February 24, 2016

February is Financial Aid Awareness Month and we're celebrating by hosting a free, live one-hour webcast! Get answers to your biggest questions about paying for college from leading industry experts. The webcast will be held in a Q&A format, so make sure to submit your questions when you register.

State of the 529 Q&A Webcast – January 28, 2015

Wondering about the current state of 529 plans following the recent news on President Obama's proposal (and subsequent dropping of the proposal) to tax withdrawals from 529 college savings plans?


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