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Why 529s: Increasing Your Prospect Base

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CollegeInvest

1600 Broadway

Suite 2300

Denver, CO 80202

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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, 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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Date and Time

Location

CollegeInvest

1600 Broadway

Suite 2300

Denver, CO 80202

View Map

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