Coverdell Education Savings Accounts

Many individuals open Coverdell education savings accounts (ESAs) to help pay for their children’s or grandchildren’s rising education costs. This webinar provides a comprehensive review of ESAs. Topics include legislative changes, tax benefits, document requirements, eligibility rules, contribution limits, and reporting requirements.

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Location Date Price
Online $199


Professional Development

Advance your career and grow your expertise by maintaining an industry designation and earning continuing education credits.


Get retirement, health, and education savings plan compliance training without leaving your office. Our large selection of webinars are available live or for digital download.

Expert Instructors

We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.