On the road spreading the message of college savings

Our Relationship Management Team hit the road this spring to talk 529s.

So far, we have been to Wallach Beth in Park City, Utah, the College Savings Foundation Conference in Berkeley, California, and visited several Utah financial advisors on a multi-day Southern Utah road trip.

Your my529 team appreciates the opportunity to build relationships with advisors, share content and attend industry conferences.

Here is what else my529 has been up to – and what’s on the horizon.

  • March 28 — FPA Utah, Salt Lake City.
  • April 1— Office visits in Cedar City and St. George, Utah.
  • May 7-10 — NAPFA Conference, Phoenix, Arizona.

Our team will also be connecting with college finance majors at several events this spring. We’ll be sharing information about what we do at my529 and the importance of utilizing 529s within financial planning.

  • March 27 — Spring banquet, Utah Valley University, Orem, Utah.
  • April 1 — Presentation at Utah Tech University, St. George, Utah.
  • April 8 — Job shadow event with future financial advisors, Salt Lake City.

Connect with us

Whether you have questions about my529 — or just want to meet with us in person or via video conference — we’re here for you.

From the FAN — Spring 2025

If you’re attending NAPFA and would like to connect, please reach out to our team at advisorinfo@my529.org or 888.529.1886.
We look forward to meeting with you.

Spring 2025 FAN

You can access your clients’ my529 tax documents
Bulk Statement feature expanded for additional users at the firm
Divorce: How advisors can help their clients navigate this transition

Updates coming to Target Enrollment Date option in July
On the road spreading the message of college savings
Have you checked out the my529 video library?

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Important Legal Notice

Investing is an important decision. The investments in your account may vary with market conditions and could lose value. Carefully read the Program Description in its entirety for more information and consider all investment objectives, risks, charges and expenses before investing. For a copy of the Program Description, call 800.418.2551 or visit my529.org.

Account Value. Investments in my529 are not insured or guaranteed by my529, the Utah Board of Higher Education, the Utah Education Savings Board of Trustees, any other state or federal agency, or any third party. However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-Insured investment option. In addition, my529 offers investment options that are partially insured for the portion of the respective investment option that that includes FDIC-insured accounts as an underlying investments. Units in my529 have not been registered with the United States Securities and Exchange Commission or with any state securities commission.

FDIC insurance is subject to limits set by federal law. Click here for more information about FDIC Insurance.

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