Upcoming Courses:
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, how you can utilize the Colorado 529 to expand your prospect base and gain deeper penetration with business owners. Accredited for CPA, CFP, and Insurance professionals.
Low cost of entry, flexible and unique plans, multiple investment options, and varied contribution levels make 529s one of the best – and easiest – ways to save for college. See all of the CollegeInvest 529 College Savings Programs
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.
Lunch provided- 9633 Prominent Point, Colorado Springs, CO 80924
Accredited for CPA, CFP, and Insurance professionals.
Low cost of entry, flexible and unique plans, multiple investment options, and varied contribution levels make 529s one of the best – and easiest – ways to save for college. See all of the CollegeInvest 529 College Savings Programs
Covers 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and managing 529 funds when used with other tax credits and/or financial aid. We will also share real world examples of using the Colorado 529 to gain access to prospects and ways to further help your existing clients. Accredited for CPA, CFP, and insurance professionals.
Course Overview:
- 529 Distributions and Contributions – 1 hr credit
Covers additional details including third party contributions, federal tax provisions, state tax advantages, withdrawal basics, unused plan assets, and the effects on financial aid. Accredited for CPA, CFP, and Insurance professionals. - 529s and Estate and Gift Tax Planning – 1 hr credit
Learn ways that 529s can assist in minimizing estate and gift taxes, the specific tax benefits for grandparents, and how certain trusts interact and are affected by 529s. Accredited for CPA, CFP, Insurance professionals, and Estate Planners (CLE). - 529s and Financial Aid Implications – 1 hr credit
Understand how 529s can affect financial aid, and learn strategies for both contributions and distributions. Accredited for CPA, CFP, and Insurance professionals.
- Why 529s? – 1 hr credit
Covers 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.
- 529s and Family Dynamics – 1 hr credit
Goes into greater detail on beneficiary changes, gifting and generation-skipping tax implications, and ownership issues such as death and account transfers. Accredited for CPA, CFP, and Insurance professionals. - 529 CE Summit – Financial Advisors, 2hrs credit
Topics covered will include estate planning, corporate plans, and financial aid. CollegeInvest will share business-building techniques for using 529s with your clients and prospects. Real world examples will allow attendees to learn from the questions, problems and opportunities other financial advisors in attendance have encountered, and see how 529s fit into the larger financial planning picture for your clients. Accredited for CFP, Insurance, CIMA, and CPA professionals. - 529 CE Summit – Tax Professionals, 2hrs credit
Topics covered will include 529s and forward gifting (estate and gift tax planning technique) federal as well as state-specific tax details and incentives, financial aid, and family dynamics. Real world examples will allow attendees to learn from the questions, problems and opportunities that other tax professionals have encountered and lead to stronger conversations with clients and prospects. Accredited for CPA, Insurance, CFP, CIMA, and JD (for 1hr CLE) professionals.
This CPE program is approved by the Colorado Division of Insurance for Continuing Insurance Education Credit. This program has been accepted by the CFP Board.
“For financial professionals, we provide expert information, unbiased sales strategies, and free continuing education credits to help you better connect with the families you work with.”
FROM THE BLOG:
Everything you always wanted to know about 529s…
And then some! Listen to Brennan Hannon, Advisor Relations Manager at CollegeInvest. Click to...
read more
Frequently Asked Questions from Financial Professionals
Depending on the plan your client participates in you have a couple of different options. For Direct Portfolio accounts, you will need to make sure you have client viewing privileges and can find the authorization form.
To view SCHOLARS CHOICE accounts
Sign-up or login
529 Quickview to view DIRECT PORTFOLIO accounts
Sign-up or login
We are a not-for-profit division within the Colorado Department of Higher Education, here to help everyone who wants to get a college education achieve that goal through the use of tax advantaged 529 college savings plans. For financial professionals we provide expert information, unbiased sales strategies and free continuing education credits to help you better connect with the families you work with. We currently provide 4 different savings plans to meet the varying needs of Colorado families. And, our Matching Grant Program is designed to help qualifying middle to lower income families save for higher education. The Colorado Department of Higher Education (DHE) has oversight and management responsibilities over the division. In addition, there is an Advisory Board of Directors appointed by the Governor and confirmed by the State Senate. CollegeInvest is a self-supporting state enterprise and does not receive taxpayer funding.
For additional information click here
To access SCHOLARS CHOICE forms click here
To access DIRECT PORTFOLIO forms, click here
To order SCHOLARS CHOICE materials –
– Log onto www.myleggmason.com and order the materials that are right for you.
– Or call CollegeInvest at 800-448-2424.
– Printable pdfs can also be found here