Webinar
May 19, 2026 03:00 PM America/Chicago
Understanding Education Planning: 529 Plans and Saving Strategies
Do You Have a Plan for Future Education Expenses?
An overview of 529 plans and other common approaches to saving for future education costs.
📆Date: Tuesday, May 19th
⏰Time: 4 PM Eastern / 3 PM Central / 1 PM Pacific
In this educational webinar, SAM Wealth Manager Zach Laws will provide an overview of different college savings plans, including 529 plans, how they work, and their role in education savings. The session is designed to help participants better understand common approaches to saving for college and key considerations, including timing and contributions.
We will also cover:
âś” How 529 plans and other saving options work, including key tax considerations
âś” Where education planning can fall short and what families may be missing
âś” How to think about contributions, investment mix, and your role in supporting future education
Zach Laws
Zach Laws is a Wealth Manager at Stansberry Asset Management
, where he works with clients to develop goal-oriented financial plans tailored to their unique needs and circumstances. Before joining SAM, he served as a Financial Solutions Advisor at Merrill Lynch
, helping families pursue long-term investment goals through comprehensive financial planning. Zach earned a bachelor’s degree in managerial finance from University of Mississippi, is a Chartered Retirement Planning Counselor (CRPC®), and holds the FINRA Series 66 license. Based in Dallas and working out of SAM’s Westlake office, he enjoys golfing, hunting, and traveling in his free time.