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Continuing Education- WHY 529 and Inter-Generational Wealth Transfer

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CollegeInvest

1600 Broadway Suite 2300

Denver, Co 80202

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August 1st, 2019 11:00am-12:00pm

529 and Intergenerational Wealth Transfer

Do you have questions from your clients regarding saving for college?

Are you curious about the recent tax law changes that can significantly benefit your clients?

Please join us in a detailed discussion that will answer your questions and more to provide you the tools to better serve and expand your practice.

We will be covering 529 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. In many cases Grandparents are already helping, but they are not taking advantage of the resources available to them. Let us show you how you can make 529s a part of every client interaction

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CollegeInvest

1600 Broadway Suite 2300

Denver, Co 80202

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