Dec 16, 2021 11:00 a.m - 12:00 p.m
Covers third party contributions, federal tax provisions, state tax advantages, withdrawal basics, unused plan assets, and effects on financial aid. Also reviews 529 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. All attendees will receive 1 hour of CE credit.
Delivery method: Group-Live
Advanced Preparation: None
Program Level: Intermediate
Cancellation Policy: We request that you provide 24 hours in advance before canceling attendance. For more information, questions, or concerns please reach out to our office at 303-376-8839.