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:
We also 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.
Reach out to us anytime. Thank you!
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LONG ISLAND |
516-234-3748 |
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NYC |
Meet with Elvis |
646-313-3569 |
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UPSTATE EASTERN |
Meet with Steven |
518-419-3419 |
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UPSTATE WESTERN |
Meet with Melissa |
585-867-1484 |
Ms. Kapsiak, Ms. Pinos, Mr. Tommasone, and Mr. Wafula 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.