Professional Resources

Resources for Professionals

If part of your job involves helping students and families plan for higher education, use tools we’ve created to help you make big dreams possible.

  • Attorneys and Accountants

    CollegeCounts offers great income tax and estate tax benefits for families planning to save for college. Want to learn more? Request materials or schedule a presentation tailored to your firm.

  • Employers

    You can support your employees in achieving college savings goals with CollegeCounts. This plan can be a smart addition to your benefits package, offering employees low-cost investments, an easy way to save, and significant tax advantages.

  • Financial Advisors / Registered Investment Advisors

    The CollegeCounts 529 Fund Advisor Plan is a broker-sold plan for financial advisors and their clients. It’s a great option for those who want to save for college while utilizing the assistance of an investment professional.

  • Guidance Counselors

    CollegeCounts provides materials and hosts informational sessions to help students and their families prepare for college. Need assistance? Request a presentation tailored to your school’s needs.

  • Service Groups

    Need a meaningful presentation for your organization? Our representatives are ready to share actionable tips and insights valuable to those saving for college. Request a presentation.

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