Why 529's

Covers 529 basics including plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.

Think 529s have a limited place in your business practice? Think again! Learn how 529s can unlock an educational planning conversation with your clients, giving them a clear strategy on how to battle rising higher education costs.

Accredited for IAR,CPA, CFP, and Insurance professionals.

(We can only provide 1 hour per year for IAR Professionals)

Delivery method: Group-Live

Prerequisites: None

Course requirement: Online participation is mandatory. All courses require active participation. Remote attendees are required to have cameras on to receive CE credit

Advanced Preparation: None

Program Level: Intermediate

Cancellation Policy: We request that you provide 24 hours in advance before canceling attendance.

For more information, questions, or concerns please reach out to our office at 303-376-8839.