hen
Friday, December 9, 2016
11:30 AM to 1:00 PM MST: Lunch and Training
1Hours of Insurance CE available
Where
Allstate Financial Services, LLC10002 Park Meadows Drive
1st Floor North
Lone Tree, CO 80124
Driving Directions
Our next Business Builder Luncheon
Thursday, January 19, 2017,
11:30-1:00 at Cherry Hills Country Club
Presentation from the Department of Labor (DOL)
Clearing up the Confusion
about
Colorado CollegeInvest 529 Savings Plans
Come to this NAIFA-Denver Sponsored training (at no cost to you) and learn the answers to:
- Why use a 529 rather than a Coverdell ESA?
- Why use the Colorado CollegeInvest 529 rather than my favorite mutual fund sponsored by another state?
- How advantageous is the state income tax deduction? (Do my clients have too high an income for the tax deduction to really matter?
Joseph Giulitto of CollegeInvest will guide you through these questions and more. Increase your knowledge and ability to advise your clients in this important area.
Contact
NAIFA-DenverInfo@NAIFA-Denver.org
Ava Chappell, Executive Director
303-349-7370