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Resources for professionals

CollegeCounts resources for professionals save for a child's collegeThe CollegeCounts 529 Fund also has resources to assist the following groups of professionals in their mission to help families prepare for college:

  • Attorneys and Accountants – CollegeCounts has excellent income tax and estate tax benefits for families looking to save for college. Request materials or a presentation for your firm.
  • Financial Advisors –The CollegeCounts 529 Fund Advisor Plan is a broker-sold plan for financial advisors and their clients. It’s a great option for those who want to save for college while utilizing the assistance of an investment professional.
  • Guidance Counselors  – CollegeCounts can provide materials and informational sessions to assist students and their families in preparing for college.
  • Employers – CollegeCounts offers payroll deduction for companies that want to offer an additional employee benefit.
  • Service Groups – If you’re looking for an informative and timely presentation on saving for college, our representatives will be happy to present to your group. Request a presentation.