Education Planning & Recent 529 Plan Developments

Date: Thursday, October 19, 2023
Time: 5:00pm - 7:00pm
Location: Milwaukee Marriott West
Speaker: Jeannette Haen (Robert W. Baird & Co. Incorporated)

Jeannette is the Education Planning Consultant for Baird, where she has worked in the 529 and education planning space since 2007. Jeannette leverages her expertise in client and prospect meetings discussing different strategies for saving for education. She supports Baird’s financial advisors and branch support in understanding the tax benefits of 529s and how to utilize 529s in their book of business. She also develops 529 marketing campaigns for Baird and education planning content for Baird’s clients. Jeannette is an active member of the Securities Industry & Financial Markets Association’s (SIFMA) 529 Working Group and attends the 529 Conference to share best practices and network with other industry experts.  She earned her Bachelor of Business Administration degree in Marketing at the University of Wisconsin-Whitewater. She holds the FINRA Series 7 and 63 licenses. 


Jeannett will discuss how to save today for tomorrow’s future, including the following.

  • Cost of college
  • Ways to save for education
  • Ways to pay for education
  • What is a 529 and what’s new with 529s
  • How new policy changes and laws may be impacting education planning
  • What you need to know about the financial aid process
Related Document(s):

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