Winnie Sun, co-founder and managing director of Irvine, Calif.-based Sun Group Wealth Partners, has given 529 gift cards from Gift of College.com to clients on the anniversary of the day they established 529 plans and on their children’s birthdays. “People love receiving the cards,” she says.

She has also given them to employers for whom she has helped set up corporate 529 plans. Whether they use them for their own children or pass them on to employees, it sends a message about the rewards of planning, she says. “It’s not a box of chocolates.”  

Morris adds, “What greater gift is there than the gift of education?”
 

First « 1 2 » Next