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20Sep
Why 529s- Contributions and Distributions
11:00 AM - 11:59 PM WHY 529s - Contributions and Distributions
Date: September 20, 2018 to September 20, 2018
Where: WHY 529s - Contributions and Distributions, CollegeInvest , 1600 Broadway 23rd floor, Denver, Colorado, United States
Phone: N/A
Event Type:
Ticket Price: N/A
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.