San Francisco, California
London, United Kingdom
This event will be four hours in length, and complimentary breakfast will be provided.
Participants will earn 4 CE credits and learn how 529s work in conjunction with many advanced planning methods in which they can assist their clients.
Topics will include, but not limited to:
- Taxable implications of 529s and their intended use
- How 529s impact estate planning and financial aid
- Contributions and withdrawals
Family dynamics, distribution types, institutions, account transfers and rollovers, and sample real world scenarios will be discussed.
This course will ensure that financial professionals have the information and understanding needed to engage and educate their clients, given their individual situations.
For more information regarding program cancellation policies or concerns please contact our office at 303-376-8852.
This program is approved by the Colorado Division of Insurance for Continuing Education Credit.
This program has been accepted by the CFP Board.
CollegeInvest is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org