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Best Practices and Estate Planning Opportunities with 529 Plans
Hosted by: Bartholomew & Company Presented by: J. Patrick Clunan, Manager of the Learning Center, Columbia Threadneedle Qualifies for 1 hour of CPE Credits
Best Practices and Estate Planning Op...
Date and Time
Tuesday May 7, 2019
11:30 AM - 1:00 PM EDT
May 7, 2019 11:30 am Networking (optional) 12:00 pm Lunch and Presentation
Location
Bartholomew & Company 370 Main Street, Suite 1000 Worcester, MA 01608 Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
Fees/Admission
Free
Website
Contact Information
Ashley Riley
508-753-8807
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