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Biaggis Italian Restaraunt

5929 Sky Pond Dr, Loveland, CO 80538

Loveland, CO 80538

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72% of the time when a client has a conversation regarding education planning with their respective adviser, it is the client who initiates the conversation. Our goal is to empower and educate financial professionals in Colorado. We can help you have more powerful conversations with your clients regarding the benefits and advantages of a 529 plan. We will cover the 529 basics including plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments. Accredited for CPA, CFP, and Insurance professionals.

Lunch will be served- Biaggis in Loveland.

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Location

Biaggis Italian Restaraunt

5929 Sky Pond Dr, Loveland, CO 80538

Loveland, CO 80538

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