Webinar: Education planning with 529 plans by Principal

Education planning with 529 plans

Friday May 29 at 11:00 AM EDT

About This Webinar

With college costs on the rise and tuition just the tip of the iceberg, how do you make education dreams a reality? Consider saving for tuition and other expenses through a 529 plan. Withdrawals can help cover a wide range of education-related expenses beyond tuition, including books, meal plans, off-campus housing, computers, and even vocational or trade school. Investing in a 529 plan can be a smart choice for education savings.

During the event, 529 Plan Sales Director Rob Tirrell will shed light on 3 common college savings myths and explain distinct features that set 529 plans apart from other savings options.

Continuing education credit
Our event offers one hour of continuing education (CE) credit for U.S. financial professional participants with the following designations: CFA, CFP, CFFP, and IWI (state insurance CE isn’t available).
CE credit eligibility requirements:
- Choose ONE designation
- Complete CE credit fields during registration
- Attend the live webinar(50 minutes)

Agenda

Featured Presenters

Rob Tirrell

529 Plan Sales Director, Principal Financial Group

Rob Tirrell is a 529 Sales Director with Principal Financial Group. Rob is responsible for providing education on 529 topics and the growth of new business. Prior to joining Principal, Rob was a 529 Business Development Specialist with Voya where his territory covered all states. Prior to joining Voya he was a Relationship Manager with MassMutual Financial where he provided service to the top 75 financial professionals.
Rob received a Bachelor’s degree from Westfield State University. Rob holds the FINRA Series 7, 66, and 24 licenses. Rob and his wife have a very busy family which includes Nolan (son age 7), Clare (daughter age 4), and dog named Ruben.

Jori Horn

Head of 529 Marketing and Relationship Management, Principal Asset Management

Jori Horn leads 529 Marketing and Relationship Management at Principal Asset Management, where she focuses on building brand awareness and delivering product education to support strategic, data-driven solutions.
She brings more than 20 years of experience in financial services, spanning a range of institutions and products. Jori began her career at Bank One as an analyst in derivative collateral, and within her first year helped launch the total return swap product. She later earned her Series 7 and 63 licenses while working on the fixed income desk at J.P. Morgan.
At Northern Trust, Jori led marketing and communications for Global Securities Lending and was appointed head of the Crisis Communication Team in 2008. She went on to serve as head of marketing for the broker-dealer channel at Invesco, where she later expanded her role to oversee marketing for the firm’s 529 business and Investment Solutions Models.
Jori joined Principal in 2019 to support the launch and growth of its 529 business. She holds a degree in Finance from Indiana University and serves on the executive board of the Infant Welfare Society of Chicago.

WEBINAR DETAILS

Date: Friday May 29, 2026

Time: 11:00 - 12:00 PM Eastern Time (US & Canada)

Cost: Free

Language: English

Webinar ID: 31109335e994

Dial-in Info:

Dial-in Number: +1 (312) 248-9348

Dial-in ID: 580449#

Dial-in Passcode: 2292#

For Financial Professional/Institutional use only. May not be used with the public.

Scholar’s Edge® (“Scholar’s Edge” or the “Plan”) is operated as a qualified tuition program offered and sponsored by The Education Trust Board of New Mexico (the “Board”) and is available to all U.S. residents. Ascensus College Savings Recordkeeping Services, LLC is the Program Manager for Scholar’s Edge and Principal Funds Distributor, Inc. is the distributor of Scholar’s Edge. Principal Global Investors, LLC, (“PGI”), an affiliated company of the Distributor and a member company of the Principal Financial Group®, serves as the investment advisor to the Plan. Responsibilities of PGI include providing recommendations to the Board for the Underlying Investments in which the Scholar’s Edge Portfolios invest, monitoring and rebalancing the asset allocations for the Year of Enrollment and Target Risk Portfolios, and monitoring the Portfolios’ compliance with the Board’s Investment Policy Statement and applicable law. The Program Manager is not affiliated with any member company of Principal Financial Group.

Accounts in Scholar’s Edge are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The securities held in the Plan accounts are neither FDIC insured nor guaranteed and may lose value. The Board has no legal obligation to provide financial support to the Plan or Plan accounts, and you should not expect that the Board will provide financial support to the Plan at any time. Account Owners do not invest in, and do not have ownership or other rights relating to the underlying investments held by the Plan’s investment options. The underlying investments are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.
This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal and state tax laws. Contact your attorney, tax professional or other financial professional regarding your specific legal, investment or tax situation. Some states offer favorable tax treatment to their residents only if they invest in the home state’s own plan.

Investors should consider before investing whether their or their designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program, such as financial aid, scholarship funds, and protection from creditors, and should consult their tax advisor.
Before investing in the Plan, investors should carefully consider the investment objectives, risks, charges and expenses associated with the Plan’s municipal fund securities. The Plan Description and Participation Agreement contains this and other information about the Plan, and may be obtained by asking your financial professional, by visiting scholarsedge529.com or calling 1.866.529.SAVE (1.866.529.7283). Investors should read these documents carefully before investing.
Scholar’s Edge® is distributed by Principal Funds Distributor, Inc. a FINRA Member
711 High Street
Des Moines, IA 50392

Scholar’s Edge® and the Scholar’s Edge® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.

Principal Asset Management℠ is a trade name of Principal Global Investors, LLC.

Principal®, Principal Financial Group®, and Principal Asset Management, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services, Inc., a Principal Financial Group company, in various countries around the world and may be used only with the permission of Principal Financial Services, Inc.

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© 2026 Principal Financial Services, Inc., 711 High Street, Des Moines, Iowa 50392

MM12118W | 05/2026 | 5455231-052027

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Optional CE credit: CFA Institute ID

Optional CE credit: CFFP #

Optional CE credit: CFP #

Optional CE credit: IWI (CIMA, CIMC or CPWA) #