Upcoming Webinars

America Saves Week 2017

America saves weeek

Join the PA 529 College Savings Program in celebrating America Saves Week, an annual opportunity for organizations to promote good savings behavior and a chance for individuals to assess their own saving status. ASW seeks to motivate, encourage, and support low- to moderate- income households to save money, reduce debt, and build wealth.

  • Monday, February 27, 2017 12:00 PM - 1:00 PM EST - Saving for Higher Education
  • The Pennsylvania 529 College Savings Program has the plan you need. The program offers two plans and many investment options that have helped over 200,000 families of all income levels answer one of their biggest financial concerns - how to afford college.

    A few of the topics you’ll hear about include: how you can save for college and save on your Pennsylvania income taxes, how you can avoid paying any federal or state income taxes on your college savings growth, how you can save for college with little impact on your chances for financial aid, how you can save for a semester of college today and cover a semester in the future no matter when or how much tuition has gone up in the meantime, and how saving can be made easy.

    Presented by Kelly Davis, program representative of the Pennsylvania Treasury Department.

  • Tuesday, February 28, 2017 12:00 PM - 1:00 PM EST - Importance of Saving
  • Whether you’re saving for something specific or establishing an emergency fund, you should have a plan to accomplish your goals. The session will cover why it’s important to have a savings account and provide strategies to achieve desired results.

    Presented by Carol Fastrich, assistant vice president of marketing and communications of the Pennsylvania Credit Union Association.

  • Wednesday, March 1, 2017 12:00 PM - 1:00 PM EST - How to Keep Your Savings Safe
  • You have established your savings and created a savings and spending plan. What’s next? In this primarily digital world, the security of your financial information is incredibly important. The Pennsylvania Bankers Association will share case studies and tips on how to keep your savings safe. The discussion will also answer the questions: What is identity fraud? How can you prevent it? And what should you do if you become a victim of identity fraud.

    Presented by Duncan Campbell, president and CEO of the Pennsylvania Bankers Association.

  • Thursday, March 2, 2017 12:00 PM - 1:00 PM EST - Spending Plan
  • Creating a Spending Plan focuses on the need for creating and maintaining a spending plan so that individuals can achieve their financial goals. We discuss the differences between wants and needs, setting “SMART” goals, how to formally create a spending plan, and putting the plan into action, as well as the importance of periodically reviewing goals and spending plans in order to ensure that you are staying on track.

    Presented by Katrina Boyer, consumer outreach liaison of the Pennsylvania Department of Banking and Securities

  • Friday, March 3, 2017 12:00 PM - 1:00 PM EST - Start Small, Think BIG!
  • Participants will learn to connect their spending patterns to their personal values and goals. They are also charged with creating a financial goal for themselves, which is used to illustrate the basics of an affordable savings plan.

    Presented by Joseph Wehr, Financial Educator and Chartered Financial Retirement Counselor, from Clarifi.

College Savers

FPO

Saving for College Isn't Impossible...All You Need is a Plan

The Pennsylvania 529 College Savings Program has the plan you need. The program offers two plans and many investment options that have helped over 205,000 families of all income levels answer one of their biggest financial concerns- how to afford college.

A few of the topics you’ll hear about include: How you can save for college and save on your Pennsylvania income taxes, how you can avoid paying any federal or state income taxes on your college savings growth, how you can save for college with little impact on your chances for financial aid, how you can save for a semester of college today and cover a semester in the future no matter when or how much tuition has gone up in the meantime, and how saving can be made easy.


Account Owners

FPO

Using Your Pennsylvania 529 Guaranteed Savings Plan Account
Watch the presentation…

PA 529 GSP Account Owners: Learn how to lower your fees by as much as 20%
Watch the presentation...

PA 529 IP Account Owners: Learn how to lower your fees and avoid paying the annual account maintenance fee
Watch the presentation...

Using Your Pennsylvania 529 Investment Plan Account
Watch the presentation…

 

Employers

FPO

 

The HR Office as a Financial Resource: Implementing College Savings as a Voluntary Benefit

This webinar provides HR Professionals with an overview of the PA 529 College Savings Program and its PA 529 at Work outreach, while providing 1.25 hours of HRCI Pre-Approved CE credit. The presentation covers the current landscape of college affordability, why a college education is important, and how employers can support employees that want to save in the same manner as a retirement account. Offering a 529 plan as part of an existing benefit package is simple and inexpensive because the employer's role is usually limited to employee education and payroll deduction arrangements.

The PA 529 College Savings Program is a no-cost, easy to implement voluntary benefit administered by the PA Treasury Department. Learn how we can help your company develop a plan to implement this voluntary benefit to employees, assist your HR/Payroll department with a tailored communications plan, and answer any questions your employees may have. The PA 529 at Work outreach team is available to provide your workplace with information on the benefits and best ways to save for college with the PA 529 College Savings Program, including direct deposit programs.

The presentation covers the following topics in greater detail:

  • The benefits of saving for college with a 529 plan
  • How to implement the PA 529 at Work program in the workplace.
  • Resources available to support the program roll-out
  • How to teach staff about opening a 529 account and payroll deduction

Learn about the PA 529 at Work and how you can enhance your company’s benefits package with the PA 529 College Savings Program. You may also learn more by emailing PA529@patreasury.gov or by calling 717.772.5000. Find additional resources at www.PA529.com.


Financial Industry

FPO

An Advisor's Guide to the PA 529 College Savings Program - Earn 1.00 hour CFP© continuing education credit

Saving for college has become difficult for many families. As a financial professional, you can provide families and clients with the important information needed to help make college more affordable and accessible for their loved ones.

Webinar topics will include the benefits and basics of the PA 529 College Savings Program, the difference between the PA 529 GSP & PA 529 IP, additional support offerings for financial professionals, and much more.

As a pre-approved program with the Certified Financial Planner Board of Standards Inc., 1.00 hours of continuing education will be available to CFP© professionals who participate.

For more information or to schedule a webinar, please call 717-772-5000 or email us at PA529@patreasury.gov.

The Pennsylvania 529 College Savings Program sponsors two plans - the PA 529 Guaranteed Savings Plan (GSP) and the PA 529 Investment Plan (IP). The guarantee of the PA 529 GSP is an obligation of the GSP Fund, not the Commonwealth of Pennsylvania or any state agency. Before investing in either plan, please carefully read that plan's disclosure statement to learn more about that plan including investment objectives, risks, fees, and tax implications.

If you are not a Pennsylvania taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in that state's qualified tuition program.