Course #2 - 529s and Family Dynamics 11/14/2013
529s and Family Dynamics
Goes into greater detail on beneficiary changes, gifting and generation skipping tax implications and ownership issues such as death and account transfers.
Learn how to change and add a beneficiary
Differentiate between gift and generation skipping tax implications
Recognize ownership issues such as death and transfers
Distinguish the different types of plan transfers
Learn details of major product comparisons
Registration includes a complimentary box lunch .
No prerequisites… Show more
Created by eventbrite | Claim this event
|Check Site||Buy Now|
1560 S. Broadway St.
Denver, CO 80210
Hot Tickets More »
ON SALE NOW
Sat 4/19 5:00p
Sat 5/31 2:00p
Wed 5/28 7:30p
Tue 8/11 7:30p
Sat 4/19 7:30p
Fri 4/25 8:00p