CollegeInvest 529 Plans
December 06, 2022
4:30 PM - 5:30 PM
Zoom
We are excited to offer you a FREE 1 Hour Continuing Education Course
Presenting will be Michael Van Boening, CFP®, CCFC Advisor Relations Manager
Event Information:
Cost: FREE! (no CE)
Why 529s?
This course covers 529 basics including plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.
Think 529s have a limited place in your business practice? Think again!
Learn how 529s can unlock an educational planning conversation with your clients, giving them a clear strategy on how to battle rising higher education costs.