Saving for College: The Final Sprint
An interview about using 529 savings to help your high school student transition to college.
In this interview, you will hear from Patricia Roberts. Roberts has decades of experience in the college savings industry working with financial services organizations like Merrill Lynch, Citi, and Alliance Bernstein—and designing philanthropic programs in the college savings space like New York City Kids Rise. Patricia is also the author of Route 529: A Parent’s Guide to Saving for College and Career Training with 529 plans.
We hope the information in this interview helps you feel more confident as you navigate the final stages of preparing to send your kids to college, trade school, or wherever their aspirations may take them.
This event was hosted by College Countdown for 529 account owners with high school kids.
An Interview With:
I am currently Chief Operating Officer at Gift of College, Inc., where innovations are created to engage friends, family and employers to help individuals save for college and pay down student loan debt — and through our Gift of Independence platform, save for disability-related expenses as well with 529A (ABLE) plans. I am on a mission to bring awareness of 529 college savings plans and 529A (ABLE) plans to the workplace as a financial wellness benefit and to help educate employers about tax-free ways to help employees pay down student loan debt.
A life-long learner with a deep appreciation for the many doors higher education can open, I have helped tens of thousands of families prepare for the cost of higher learning through my leadership in nearly every aspect of the 529 college savings arena. To reach even more families, I have written a book called Route 529: A Parent’s Guide to Saving for College and Career Training with 529 Plans which quickly became a top new release in Fall 2020.
As a motivational speaker and author, I am interested in empowering all families to have better outcomes by planning ahead for financial goals and I have a particular interest in those who may have a more challenging time getting and staying on track. Since the more recent creation of 529 ABLE plans, I have worked with the disability community to raise awareness of the existence and usefulness of these plans.