Basics of 529 Account

During this session we will discuss the basics of 529 accounts. Learn about a 529 account for yourself, your children/grandchildren, or for others. By the end of the session, participants will know:

  1. Why Does Saving for College Matter?
  2. What Is a 529 Plan?
  3. Where to Learn More?

Advance registration is required. Zoom link will be provided to all registrants.

Ritta McLaughlin
Director, Investor Education, Community Outreach

FINRA Investor Education Foundation

Ritta McLaughlin is the Director of Investor Education, Community Outreach with the FINRA Investor Education Foundation. She leads the Foundation’s efforts to advance financial inclusion. She is an expert in personal finance and investor education. She cultivates and manages strategic partnerships with organizations to provide financial capability programming. Ms. McLaughlin collaborates with the Foundation’s researchers on studies to advance the understanding of diverse communities’ financial capabilities, circumstances, and well-being.

Prior to joining the Foundation, Ms. McLaughlin was the Chief Education Officer for the Municipal Securities Rulemaking Board (MSRB). She oversaw the education and outreach activities of the MSRB. During her career, Ms. McLaughlin was associate treasurer for the District of Columbia, where she handled the District’s multi-billion-dollar debt management and federal grants. She was also a public finance credit analyst at Fitch Ratings, and a senior investment banker at J.P. Morgan, Bear Stearns, and RBC.

She received a bachelor’s degree in urban policy from Vassar College, a master’s degree in urban policy and management from The New School for Social Research.