Instructor
Willie Hayes
Instructor
A Colorado native, Willie has a passion for helping all who need it. At CollegeInvest that means working with financial professionals to help them with their client's goals and providing unbiased education about planning for higher education.
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