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Instructor
Joseph Giulitto
Instructor
In 2016, Joseph Joined CollegeInvest. His public speaking experience combined with intimate knowledge of the industry allows him to work closely to serving our adviser
relationships. His work in this specialized role gives our adviser relationships a truly valuable partner in building their respective businesses.
In his personal life Joe is a father of two wonderful sons. When he is not presenting, you can find him traversing the world on his motorcycle.
Learn ways that 529s can assist in minimizing estate and gift taxes, the specific tax benefits for grandparents, and how certain trusts interact and are affected by 529s. Also reviews 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.
To learn the 529 tax law changes in 2024, the process of using a 529, and what that means for your client's estates.
Colorado 529 Plans
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Anyone that would like updates on 529s and also individuals looking for CE Credit
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