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529 Jumpstart - Wisconsin Edition

Take Your College Savings To The Next Level


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College is expensive. Learn to fight back!

  • Are you worried about paying for your child's college costs?
  • Do you need to stretch your college savings further?
  • Do you want to save on taxes while saving for college?

Whether you're just starting out or you've already saved thousands toward college, this course can help you get the most benefit from your college savings.

If you’re Wisconsin taxpayer, my program will teach how to potentially save thousands in taxes while saving for college, using one of the Wisconsin 529 plans.

Turbocharge your college savings plan.

The sooner you start, the more you'll save!

Join The Course Now

WHY SIGN UP FOR THIS COURSE


529 Jumpstart - Wisconsin Edition contains everything you need to take your college savings to the next level.

  • Proven strategies to maximize savings
  • A step-by-step system that anyone can follow
  • Worksheets that keep you organized
  • Video lessons that fit into a busy parent's schedule

Video Guides

This course has 20 videos that average 9 minutes each. They cover:

  • The Basics of 529 Plans for Beginners
  • Advance 529 Strategies
  • The 11 Steps to 529 Success
  • Worksheets and Calculators with simple directions
  • Case Study Examples
  • 529 Website Tours

Step-By-Step Action Plan

A portion of the course is designed for true beginners. I show you the 11 steps to 529 success. I then give you worksheets and checklists to guide you through each step.

Worksheets and Calculators

The course includes worksheets and calculators that save you time and get you up and running quickly.

  • 529 Account Worksheet — collect all the information you need to make opening your accounts quick and easy
  • 529 Planning Worksheet — determine the right strategies for your family so you can maximize your savings
  • College Budget Calculator — figure out the right amount to save for college, even if you have multiple children with different goals
  • Qualified Expense Worksheet — maximize your savings and stay organized for tax time
  • Cost of WI Colleges — learn what college actually costs based on your income so you can build a realistic budget
  • 529 Advisor Questionnaire — questions to ask when you are working with advisors (accountants, CPAs and financial planners)

Set Your Pace

I know you're a busy parent. That's why this course is divided into smaller modules, so you complete them on your own time, any time!

You can complete the course in a single afternoon or spread it out over a few weeks. The pace is up to you.

Case Studies

Many people learn best by seeing examples, so this course includes multiple in-depth case studies. These examples vary from beginner to advanced, and they show a variety of proven and effective strategies to help you save more for college.

Advanced Strategies

A portion of this course will take you beyond the basics. Even if you have a 529 for each of your children, there’s much more you can do.

My advanced strategies will significantly increase your 529 benefits.

Ready to start saving more for college?

Take The Course


"But wait! I don't think I need this course because..."


"I already have a 529 plan. What will I gain from this course?"

I’ll help you take your 529 plan to the next level. Many people can greatly improve their tax savings by implementing my intermediate and advanced 529 strategies.

"I'm not a financial person. I don't understand taxes or financial planning."

If you feel you’re not a “financial person,” you’re not alone. However, you still need to plan and pay for college. Realistically, you have three choices:

  1. 1. You can skip 529s, skip the course, and miss out on the benefits. But you’ll end up paying more for college.
  2. 2. You can buckle down and figure this out yourself.
  3. 3. You can outsource college planning it to a friend, relative or professional.

This course will show you what you need to know, so you can decide if it's something you can handle yourself or you might need a little help.

Get Started

"I already have a financial planner or CPA"

College planning requires specialized expertise. Unfortunately, many CPAs, accountants and financial advisors are not well-versed in college planning. Their advice is often not accurate, not useful, or flat out wrong.

This course goes well beyond what 90% of advisors are currently doing for their clients. It also includes a section on working with professionals, to help you make sure there’s a good fit for your needs and you’re getting the best possible advice.

"I won't have time to do this."

Most parents are busy. This course is designed to save you time by getting you up and running fast, with short and manageable videos. You can spread the lessons over a few weeks or get it all done in a day. The more you wait, planning for college gets more stressful. This is your chance to tackle it in the easiest and most convenient way.

Sign Me Up!

"My kids are already in high school, it's too late to start"

It’s never too late to start. Once you have teenagers, it’s time to buckle down and focus on college. This course is designed specifically for parents of high school students. My strategies show you how to save for college and save taxes at the same time, putting you on the fast track to more savings. It’s a chance to put your children on a path to a better future.

"What if I don't like the course?"

If the course doesn’t work for you for any reason, we’ll refund your money, no questions asked. Contact us within 30 days of your purchase and we’ll issue a full refund.


Who Should Take This Course?

  • Parents of teens in high school
  • Parents who are Wisconsin residents and who pay Wisconsin state income taxes
  • Parents that intend to save or have already begun saving for college

Who Is This Course Not A Good Fit For?

  • Parents that don't pay state income tax
  • Parents with only young children or children already in college
  • Parents that won't be saving for college

Interested In Learning More?

If you're unsure if this course is the right choice for you, there are two valuable resources we offer to help you along before you decide:

Join Our Newsletter

Our free newsletter is full of great content dedicated to helping families in the college financial planning process. The content you will receive will allow you to get a better grasp on your college financial planning situation in order to help you decide what works for you and your family.

Join The Free Newsletter

Attend A Webinar

Brad hosts free webinars dedicated to explaining the ins-and-outs of 529 Plans to parents and answering their questions about the 529 process. If you're still unsure if this course is right for you, attend one of the free webinars to fully understand the benefits the course offers.

Attend A Free Webinar

About Brad

I’m Brad Baldridge, a Certified Financial Planner®, College Funding Consultant, and chief podcaster of Taming The High Cost Of College.

I provide customized planning using the latest financial aid, tax, cash flow, and academic strategies.

Using these strategies over the past 10 years, I've helped hundreds of families save money on their college expenses and help make their students’ college dreams a reality.

Brad is a registered representative of Cambridge. He is a CERTIFIED FINANCIAL PLANNER, TM, professional and is a member of the local and national chapters of the Financial Planning Association.

Why put off an important investment in your child's education?

You can sign up for the 529 Jumpstart - Wisconsin Edition for only $197.00

$197.00

if you register now.

Join The Course Now