🎒📚 Back-to-school season is the perfect time to start thinking about the future.
A 529 plan is a smart, tax-advantaged way to save for education costs — from tuition and books to housing, computers, and supplies. Best part? The money grows tax-free and anyone can contribute.
👉 Swipe through to learn how a 529 can help your family save smarter.
📞 Ready to get started? Let’s talk: 516-349-5555 | www.lebenthalfinancial.com
On this episode of The Lebenthal Report, we welcome back Kristia Adrian, Executive Director, 529 Specialist at JP Morgan Asset Management, who brings her expertise in education savings strategies. Michael, Dominick, and Kris dive deep into 529 college savings plans—breaking down their benefits, recent financial aid updates, and how they fit into your long-term education planning. Plus, they discuss college visits, what families should consider when choosing a school, and market trends affecting investments. Don’t miss this insightful discussion!
Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).