• Home
  • 529’s Can Be a Powerful Tool for Estate Planning: Help Your Clients Maximize Estate and Gift Tax Benefits

529’s Can Be a Powerful Tool for Estate Planning: Help Your Clients Maximize Estate and Gift Tax Benefits

  • 03/10/2021
  • 12:00 PM - 1:00 PM
  • Virtual

Registration


Registration is closed

529’s Can Be a Powerful Tool for Estate Planning: Help Your Clients Maximize Estate and Gift Tax Benefits

Presented by:


Melissa A. Bailey

Ascensus College Savings

Representative for Rhode Island’s 529 CollegeBound Saver Program


This session will be submitted for 1 CFP credit 

  • No charge for FPA Members and Partners (must log in to register)
  • Non-members are welcome ($25 for first meeting, $50 for subsequent)


Platinum Partner


Gold Partners





Copyright © 2019 Financial Planning Association of Rhode Island

2400 Post Road, Warwick, RI 02886

Powered by Wild Apricot Membership Software