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Denver, CO

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Course #5 - 529s & Financial Aid Implications

Tuesday, Apr 8 11:30a
CollegeInvest Denver, CO

This course discusses 529s and how they can impact the financial aid packages offered by qualified institutions.

Impact of account ownership, assets, and income on financial aid
Student categorization
Third parties
Financial aid methodologies
Federal Asset Protection Allowance

Registration includes a complimentary box lunch .
No prerequisites or advanced preparation are needed, each class is worth one CPE credit. This credit is for CPAs in the tax field of study, for CFPs in Income Tax Planning,
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1560 S. Broadway St.
Denver, CO 80210
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