How 529's Can Enhance Your Client Conversations

Unlock the power of educational planning with our comprehensive course,

Join us to discover how 529 plans can provide your clients with a strategic approach to combating rising higher education costs.

This accredited course dives into various 529 plan types, tax benefits, distribution options, and investment strategies. It's tailored for CPA, CFP,  and Insurance professionals, equipping you with the expertise to help your clients navigate the complexities of funding education.

Don't miss out on this opportunity to expand your knowledge and enhance your client relationships!

Attendees can earn 1 CFP^®,  L&H, or CPA CE Credit.

Presented by Joseph Giulitto, College Invest

Joseph started in the financial services industry in 1997 with IDS financial advisers. Working on multiple disciplines within the industry from bond trading, options desk, and eventually into compliance. Through his exposure he was fully licensed and certified Series 7, 8, 9, 10,63, 65, 66. CCFC ABFP as well as life and health.

Part of his career as a financial adviser working with ultra-high net worth clients at Schwab and then as an RIA with Fisher Investments. “Working with families that had very complex financial planning and investment needs was a truly rewarding experience.” I had the opportunity to meet with investors and organizations from coast to coast.  Joseph directed the adviser referral programs that provided interaction with financial professionals and individual investors alike. This gives him a unique perspective on the challenges and opportunities in our industry.

In 2016, Joseph Joined CollegeInvest. His public speaking experience combined with intimate knowledge of the industry allows him to work closely with our adviser relationships. His work in this specialized role gives our advisers a truly valuable partner in building their respective businesses.

Tickets

$0.00 COFPA Members

$0.00 FPA Members and Nonmembers

$0.00 Guest