Before the Bill Is Due: How to Use 529s and Borrow the Right Way

Webinar Details: The bill is coming—but do you have a plan for how to pay it? This workshop is designed for families who want to make smart, coordinated decisions before tuition is due—especially when it comes to using 529 plans and borrowing the right way. Because it’s not just about what you have saved—it’s about how you use it. Too often, families withdraw from 529s too quickly or borrow without a clear strategy, leading to unnecessary taxes, missed opportunities for aid, or more debt than needed. With the right approach, you can stretch your savings further and reduce long-term costs. In this workshop, we’ll cover: 💰 How to use your 529 plan strategically (and avoid common withdrawal mistakes) 📊 When to use savings vs. when borrowing actually makes more sense 💸 Smart borrowing strategies to cover the gap without overdoing it 📈 How timing your payments and withdrawals can impact financial aid 🎓 How to coordinate 529 funds, income, and loans across all four years 🧠 Practical ways to minimize out-of-pocket costs and long-term debt We’ll walk you step-by-step through how to build a clear payment strategy—so you’re not scrambling when the bill arrives, and you’re not leaving money on the table. College costs are inevitable—but overpaying because of timing or strategy doesn’t have to be. 💡 Can't make it live? Register anyways and we will send you a recording!