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Why 529s and Intergenerational Wealth Transfer

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Old Chicago

120 North Avenue

Grand Junction, CO 81501

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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 new tax and program changes. 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 to deepen client relationships and gain referrals.

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Old Chicago

120 North Avenue

Grand Junction, CO 81501

View Map

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