Register for the Upcoming Webinar:
Understanding Education Planning:
A Tax-Smart Way to Support Education Planning
📆 Date: Tuesday, May 19th
⏰ Time: 4 PM Eastern / 1 PM Pacific
Education planning often involves more than one generation.
Whether you’re contributing toward a grandchild’s future or helping your children think through their options, understanding how strategies like 529 plans fit into your overall financial picture can make a big difference over time.
Join our SAM's Wealth Manager Zach Laws CRPC™ as he covers:
✔ How 529 plans work, including key tax considerations and potential advantages for families
✔ How education savings can be used beyond college, including K–12 tuition
✔ Where planning can fall short and what families may be overlooking
Presenter
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Zach Laws, CRPC™
Wealth Manager
Zach Laws is a Wealth Manager at Stansberry Asset Management, where he works closely with clients to build thoughtful, goal-oriented financial plans tailored to their unique circumstances. Prior to joining Stansberry Asset Management, Zach was a Financial Solutions Advisor at Merrill Lynch, where he focused on helping familiesis attain their long-term investment goals through comprehensive financial planning. He has a passion for working with clients of all different backgrounds, and in different stages of their financial lives.
Zach holds a bachelor's degree in managerial finance from the Holman School of Business at the University of Mississippi. He is a Chartered Retirement Planning Counselor (CRPC) and holds the Series 66 license from FINRA.
In his free time, Zach enjoys golfing, hunting, and traveling. He currently resides in Dallas, TX and operated out of the SAM's Westlake office.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262