Educating your community about the importance of saving for higher education can be woven into your meetings, information fairs, and other events. We have a number of resources to assist you in sharing this important message.

Our local plan representatives are a valuable information resource. These knowledgeable professionals can answer questions that parents and community members might have on saving for higher education. You can call on a Direct Plan representative to:

  • Lead workshops on saving for higher education.
  • Speak at meetings.
  • Staff a table at a PTA meeting or community fair to promote saving for higher education.
  • Discuss 529 plans at other events your organization sponsors.


Invite us to your event

Our local plan representatives are available for in-person events or virtual workshops and benefits fairs.  We host webinars via Teams or ZOOM about NY’s 529 Direct plan.  Our webinars run about 30-45-minutes, dependent upon questions, etc. 

Another alternative is that we conduct on-going monthly webinars.  You may pick a date and time that works best for you and your family, which you can access here.

There is no enrollment period for the NY 529 Direct Plan.  Anyone can open NY 529 accounts at any time.

To take advantage of the annual NYS income tax deduction for your NYS 529 contributions, contributions must be made by December 31.

If you happen to have family in other states, visit this website for more information on those state’s 529 plans.

Program Links:

Overview about New York’s 529 College Savings Program – Direct Plan

New York’s 529 College Savings Program – Direct Plan Payroll Direct Deposit Instructions      

Join us for a New York’s 529 College Savings Program – Direct Plan webinar

Reach out to us anytime.  Thank you!


Gina Pinos

Calendly – Gina Pinos



Lissette Ramos-Johnson

Calendly – Lissette Ramos Johnson



Steven Tommasone

Calendly – Steven Tommasone



Melissa Kapsiak

Calendly – Melissa Kapsiak




Ms. Pinos, Ms. Ramos-Johnson, Ms. Kapsiak, and Mr. Tommasone are registered representatives of Ascensus Broker Dealer Services, LLC. 95 Wells Ave Suite 160, Newton MA 02459 (member FINRA/SIPC) and are not employed by the State of New York.