The 529 Playbook
The exact steps to save for your kid's education without overpaying, guessing, or waiting until it's too late.
Tuesday, August 18th at 8PM EST
Hosted by Marc Russell - Retired Financial Advisor
Register Here!
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What You’ll Learn in 90 Minutes
Unlock powerful investing insights in just 90 minutes:
The Tax-Free Advantage​​​​​​​
How to grow your kid's education fund without losing a chunk of it to taxes, and the state deduction most parents don't know they qualify for.
The Right Amount, The Right Way
What to actually invest each month to keep up with rising costs, and where to put it so it's not just sitting there doing nothing.
The Real Rules (Not the Ones You've Heard)
What happens if your kid doesn't use the money, when to open an account, and how to set the whole thing up in under 20 minutes.
My story starts from very humble beginnings.
Hi, I'm Marc
Both of my biological parents suffered from drug addiction, so I was born into foster care. After 13 years of bouncing from foster home to foster home, I was finally adopted by a family in a small rural town in Pennsylvania which happened to be one of the poorest towns in America. My childhood was rough to say the least.Â
After high school, I decided to self-fund my college education by working odd jobs and leveraging student aid.Â
After graduating and with no finance skills whatsoever, I worked my way into the largest mutual fund company in the world (Vanguard) and was one of the 25 people across the country to join their rigorous management training program. Through this program, I learned the power of personal finance from one of the most respected investment firms in the world.
Though I was learning all about financial concepts, I was still living paycheck-to-paycheck and drowning in debt even with a $50,000 starting salary. As the year went on, I found myself working my ass off with no money to account for it. Since money management isn’t taught in school, I didn’t know how to budget, spend wisely, pay off debt, or invest my money.
Now, I have a six-figure investment portfolio, 100% debt-free, and am a full-time business owner allowing my financial strategies and success to be featured on some of the top news sources.
I'm honored to be the go-to financial expert for over +350K families who follow my Instagram page, @BetterWallet.
Attendee Success Stories!
Get these EXCLUSIVE resources when you join the class!
Investing Mini Guide
You'll get my step-by-step investing mini guide that breaks everything down in plain English.
No jargon. No confusion. Inside, you'll learn key investing terms, my favorite brokerage firms, books, apps, podcasts, calculators I use, and important tax dates you should know. This is the info every beginner wishes they had before they started. Use it to invest with confidence, even if you're brand new.Â
Automated Budget Template
Stop guessing where your money goes every month. I'll send you my automated budget that does the math for you. Use it to organize your spending, stay on track, and finally feel confident about where your money is going.
Class Replay
Life happens.
If you can't make the class live, you'll still get the recording. Watch it on your own time and revisit the steps whenever you need a refresher.
Frequently Asked Questions
Do I need to already have a 529 to attend?
I don't have kids yet, is this still for me?
Will there be a replay?
Do I need anything set up before the class?
How long is the class?
What’s your teaching style like?
What makes this class different from everything else out there?
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