529 Plans can offer overlooked opportunities and benefits within family planning, this has become especially true with the passage of the SECURE 2.0 Act. Please join us as we discuss strategies and ideas to effectively use 539 plans.
529 Plans can present overlooked opportunities with plenty of underestimated benefits, this has become particularly true with some of the new provisions of the SECURE ACT. To discuss 529 Plans and how they fit into the planning considerations of the families I will be hosting a fireside chat with Chris Stack of Columbia Threadneedle. Below are the Zoom link details along with Chris Stacks Biography and topic we plan to discuss in our presentation.
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529 FIRESIDE CHAT SERIES Presented By: Columbia Threadneedle
Topic: 529 Fireside Chat Series
Time: May 30, 2023 11:30 AM Eastern Time (US and Canada)
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https://zoom.us/j/99395624252?pwd=OG9JWEdLWHZxczFvYlEvWDNVVzZ6dz09
Meeting ID: 993 9562 4252
Passcode: 599126
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+1 305 224 1968 US
Meeting ID: 993 9562 4252
Passcode: 599126
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