Course #2 - 529s and Family Dynamics 10/09/2014
Thursday, October 9, 2014 from 11:30 AM to 1:00 PM (MDT)
San Francisco, California
London, United Kingdom
529s and Family Dynamics
Goes into greater detail on beneficiary changes, gifting and generation skipping tax implications and ownership issues such as death and account transfers.
- Learn how to change and add a beneficiary
- Differentiate between gift and generation skipping tax implications
- Recognize ownership issues such as death and transfers
- Distinguish the different types of plan transfers
- Learn details of major product comparisons
Registration includes a complimentary box lunch.
No prerequisites or advanced preparation are needed, each class is worth one CPE credit. This credit is for CPAs in the tax field of study, CFPs in Income Tax Planning and for insurance professionals in the field of Life, Accident & Health.
For more information regarding program cancellation policies or concerns please contact our offices at 800-376-8852.
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