Your 529 Plan and Saving for College

Capstone was interviewed on WGN Radio’s “Your Money Matters”, where he discussed Education Planning, including 529 Plans, and answered common questions..

Listen to the full episode on WGNradio.com 

Disclosures:

This podcast is not a substitute for personalized advice from Capstone and nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This podcast is current only as of the date on which it was sent. The statements and opinions expressed are, however, subject to change without notice based on market and other conditions and may differ from opinions expressed by other businesses and activities of Capstone. Descriptions of Capstone’s process and strategies are based on general practice, and we may make exceptions in specific cases. A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request.

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