Free

529 and Intergenerational Wealth Transfer

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CollegeInvest

1600 Broadway

Suite 2300

Denver, CO 80202

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Event description

Description

Covers 529 basics including plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments. In addition, we will look at ways to incorporate grandparents in developing educational legacies.

Accredited for CPA, CFP, and Insurance professionals.


Lunch will be served

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Date and Time

Location

CollegeInvest

1600 Broadway

Suite 2300

Denver, CO 80202

View Map

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