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529 Plans and Family Dynamics
February 17, 2021 @ 4:30 pm - 5:30 pm
This course is an in-depth look into families and how they function as they go through the various intricacies of opening and managing a 529 account. Topics to be discussed include a brief overview of 529 plan basics & eligibility, then will dive deeper into ownership considerations & beneficiary considerations, and more.