Thursday, 09. May 2019, 1805 Briargate Pkwy, Why 529s: Increasing Your Prospect Base

from 09. May 2019 - 11:30 till 12:30

1805 Briargate Pkwy

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Event description
Obtain one Hour of  CE credit discussing the benefits and basic of 529s-including, 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.  

Why 529s: Increasing Your Prospect Base, 1805 Briargate Pkwy event

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