CFP CE LUNCH ON ADVANCED PLANNING 529 CONCEPTS. GUEST SPEAKER: Geoff
Williams, 529 Specialist will provide one hour of CFP CE Please join
us for lunch to learn new ways to use 529's that will benefit your
clients in their Financial Planning needs. Earn one hour of CFP
credit. Not all plans or states are created equal. We will focus on
the following topics:
CREDITOR PROTECTION
ASSETS REMOVED FROM TAXABLE ESTATE
TRUSTS CAN OWN 529'S
$475,000 MAXIMUM CONTRIBUTION PER BENEFICIARY
MULTIGENERATIONAL GIFTING ABILITIES- LET YOUR CLIENTS REMAIN IN
CONTROL
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22/08/2019 Last update