College Funding Made Clear

College costs keep rising…but your plan doesn’t have to feel overwhelming.
Paying for a child’s education is, for many families, one of their most meaningful goals, and potentially one of the most confusing. Between 529 plans, financial aid rules, and competing priorities, it can be hard to know if you are doing the right things.

Join OpenPlan for our upcoming webinar designed for parents and guardians who want clarity and confidence when it comes to funding education.

In this session, our advisors will walk through the building blocks of college planning, explain how 529 plans work, and share common mistakes we see families make. We will also discuss how merit aid and need-based aid can affect your overall strategy, so you can plan with fewer surprises.

What we’ll cover

• How 529 plans work, what expenses qualify, and how to choose the right plan for your family
• Common 529 mistakes that can derail even well-intentioned plans, including overfunding and fee missteps
• How colleges determine financial aid, and how merit aid and need-based aid fit into the bigger picture
• Practical options for families who are starting later or balancing college savings with other financial goals

Who this session is for

• Parents and guardians saving for K12, college, or graduate education expenses
• Families using or considering a 529 plan
• Anyone who wants a clearer, more realistic roadmap for paying for education without losing sight of other priorities