In this episode I interview Jeffrey J. Pritchard, CFP®, CAP® about his new book, 529 Savings Plans for Grandparents Creating a Family Legacy of Higher Education.
For thirty-five years Jeff Pritchard has worked with some of the nation’s premiere wealth management organizations, advising families how to achieve their multigenerational financial and philanthropic goals. Jeff holds a Master of Business Administration degree (MBA), is a Certified Financial Planner (CFP) and a Chartered Advisor in Philanthropy (CAP).
He is the author of five other books and has been quoted in publications such as US News & World Report, Trusts & Estates, Money, USA Today, among others.