25
May
529 Plan Seminar
Description
Topics:
- Basic concept and tax benefit of a 529 plan
- How to choose a 529 plan
- Advanced Gifting & Estate Planning with 529
- Overlooked 529 funding strategies/rules
- Basic concept and tax benefit of a 529 plan
- How to choose a 529 plan
- Advanced Gifting & Estate Planning with 529
- Overlooked 529 funding strategies/rules
Date and Time
Wed, May 25, 2022
3:00p - 4:00p EST