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Why 529s: and Financial Aid Considerations

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CollegeInvest

1600 Broadway Suite 2300

Denver, Co 80202

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Think 529s have a limited place in your business practice? Think again! You may be surprised to learn that 529s provide a larger role in your client’s experience that will deepen relationships and also build credibility.

Allow us to help you understand the very complex world of Financial Aid and how 529’s interact. We can help answer your questions in addition, we will cover plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments. In addition, using the Colorado 529 to gain access to prospects and increase value for your clients. Accredited for CPA, CFP, and Insurance professionals.

Lunch will be served

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CollegeInvest

1600 Broadway Suite 2300

Denver, Co 80202

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