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An Enterprise Wealth Podcast
Big Picture in Practice
Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.
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Big Picture in Practice delivers new episodes and bonus content on wealth management, best investment processes, and the evolving investor straight to your inbox twice a month.
Featured Episode
Demystifying the Escalating Cost of Education and the Power of 529 Plans with Tricia Scarlata
Is college even worth it anymore? From a cost standpoint alone, it’s not uncommon to wonder.
Tricia Scarlata, Head of Education Savings at J.P. Morgan Asset Management, sat down with Big Picture in Practice to discuss the little-known benefits of the 529 college savings plan, which can help ease the minds of guardians and collegegoers everywhere as they calculate the costs of their goals.
In this episode:
- How to help clients prepare for rising college costs.
- The importance of saving and investing early.
- The versatility of 529 college savings plans.
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