529 and Intergenerational Wealth Transfer

529 and Intergenerational Wealth Transfer

Date/Time
Date(s) - 25/04/2019
11:00 am - 12:00 pm

Location
CollegeInvest

Categories


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, we will look at ways to incorporate grandparents in developing educational legacies.

Accredited for CPA, CFP, and Insurance professionals.

 

Lunch will be served

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