CFP CE Lunch - Advanced 529 Planning Concepts- Guest Speaker

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21 AUG Wed 2019

12:00 PM 1:00 PM

Event ended

Hosted by

John Hancock Investments, Elizabeth Ferreri, CIMA

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

Views - 22/08/2019 Last update

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Napa River Grill

1211 Herr Lane, Louisville, 40222, KY, United States

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Napa River Grill

1211 Herr Lane, Louisville, 40222, KY, United States

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