Join our forum on NEST 529 and higher education savings.

A NEST 529 account is a smart way to help your clients save for their loved ones’ educational future. This December, attend one of NEST 529’s in-person professional forum events designed to provide you with knowledge and practical insights to assist your clients with planning for future education expenses.

Help your clients plan ahead for higher education costs.

This December, we’re touring Nebraska and talking to professionals about the benefits of NEST 529—and the Meadowlark Program—for families across the state. We’ll cover topics like tax benefits, year-end contributions, low-cost investment options, gift and estate planning, and more. Each 90-minute session will include an opportunity for professional networking, breakfast or lunch, and a Q&A session with 529 plan experts.

CE credits available for attendees. CE Credits applied for with CFP Board, Nebraska Board of Public Accountancy (CPE), Nebraska Department of Insurance, and CLE with the Nebraska Attorney Services Division.

Agenda

  • Welcome statement from the NEST 529 team
  • An in-depth overview of NEST 529 plans
  • Time for questions and discussion

What you’ll learn

  • Why NEST is a smart, simple way for your clients to save for higher education
  • What your clients should consider when starting a NEST 529 account
  • How—and when—to present 529 plans to your clients
Nest 529 Education Savings
Nest 529 Advisor Education Savings

Tuesday, December 3 — Columbus

12:00 to 1:30 p.m. CT

The Friedhof Building

The Oak Room

1270 27th Ave

Sign Up

Wednesday, December 4 — Grand Island

12:00 to 1:30 p.m. CT

Stuhr Museum

Hornady Hall

3133 W U.S. Hwy 34

Sign Up

Thursday, December 5 — Alliance

8:30 to 10:00 a.m. MT

Knight Museum & Sandhills Center

Theatre Room

908 Yellowstone Ave

Sign Up

Thursday, December 5 — Chadron

12:30 to 2:00 p.m. MT

Bean Broker Coffee House & Pub

202 W 2nd Street

Sign Up

Friday, December 6 — Gering

9:00 to 10:30 a.m. MT

Hotel 21

Conference Room

2605 N 10th Street

Sign Up

For each event, registration will begin 30 minutes before the listed start time.