529 Consultant - To Whom It May Concern Letter

Sep 25, 2026

Uploaded by Connor

A promotional letter introducing Jenny Uhlar as a dedicated financial consultant for 529 college savings plans under the Michigan Education Savings Program (MESP). The letter addresses common concerns about college affordability, encourages saving what is possible, and explains how the consultant can support families’ college savings goals. It highlights potential benefits such as tax-free growth, low fees, financial-aid friendliness, and multiple investment options, and provides contact and meeting setup details.

LanguageEnglish

CategoryHealthcare

FormatPDF

Pages1

Reading Time3 min

AccessFree to download

529 Consultant

Introduction and purpose

Benefits of MESP account

Meeting and contact information

Consultant background and credentials

Program description and risk disclosures

529 CONSULTANT To Whom It May Concern: As a financial consultant, I know how many savings and investment options are available, and just how overwhelming that can be. I’m excited to let you know I’ll be your dedicated consultant as part of your employee benefits and I am available to discuss your college savings goals. When it comes to college savings, many people think they can’t save enough to make a difference, they won’t choose a smart investment, or it will come down to a choice between paying for college or retirement. First things first, take a deep breath. It’s not about paying for everything, it’s about saving what you can. And know you’re not alone in this. There’s a smart way to save for college affordably and conveniently with MESP. What’s the benefit for you? There are many benefits to opening an MESP account—here are just a few: 100% tax-free growth Low fees and expenses Financial-aidfriendly Many investment options Making decisions about your money can feel complicated. I’m here to make it easier and support you in pursuing your college savings goals. Let’s meet. To set up our initial meeting, please call 248-351-1406, or book an appointment. I look forward to serving you and helping make your savings goals a reality. Sincerely, Jenny Uhlar JENNY UHLAR Metro Detroit, MI [JUhlar@tiaa.org](JUhlar@tiaa.org)[ ](JUhlar@tiaa.org)248-351-1406 • More than 10 years with TIAA • 26 years of experience in financial services • Counsels families on how to save for college with 529 College Savings Plans As a Senior Tuition Financing Consultant for TIAA-CREF, Jenny enjoys helping others reach their college savings goals by providing the tools and guidance needed to start saving. Jenny has been in the financial services industry for 26 years and joined TIAA in 2010. She holds a Bachelor of Science in Business Management from Indiana University, Bloomington. As a FINRA registered representative, she holds Series 7, 63, and 65 licenses. Program Administrator, Michigan Department of Treasury. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributor and underwriter for the Michigan Education Savings Program. To learn more about the Michigan Education Savings Program, its investment objectives, tax benefits, risksand costs, please see the Program Description [at MIsaves.com. Read](at MIsaves.com. Read) it carefully. Investments in the Program are neither insured nor guaranteed and thereis the risk of investment loss. Check with your home state to learn if it offers tax or other benefits such as financial aid, scholarship funds or protection from creditors for investing in its own 529 plan. Consult your legal or tax professional for tax advice. If the funds aren’t used for qualified higher education expenses, a 10% penalty tax on earnings (as well as federal and state income taxes) may apply. 1497681

FAQs

What is Jenny Uhlar’s role in the document?

Jenny Uhlar is introduced as a dedicated financial consultant to help recipients with employee benefits and discuss their college savings goals through the 529 College Savings Plans.

What benefits of an MESP 529 account are listed?

The document lists 100% tax-free growth, low fees and expenses, financial-aid friendliness, and many investment options.

How does the letter suggest setting up an initial meeting?

The letter asks recipients to call 248-351-1406 or book an appointment to set up the initial meeting.

Sep 25, 2026

Uploaded by Connor