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Over 28 years advising clients with $5M–$20M+ on concentrated stock, liquidity decisions, and long-term capital strategy.

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Meredith Minute - What Happens When You Overfund a 529 Plan?

Meredith Schneider, CFP®
Jan 29, 2024
0 min read

https://video.wixstatic.com/video/7d7bcf_5ecd1fae04f9499a8e95a2290c77c7f0/720p/mp4/file.mp4

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