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Best Practices and Estate Planning Opportunities with 529 Plans

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Name: Best Practices and Estate Planning Opportunities with 529 Plans
Date: May 7, 2019
Time: 11:30 AM - 1:00 PM EDT
Event Description:
Hosted by: Bartholomew & Company Presented by: J. Patrick Clunan, Manager of the Learning Center, Columbia Threadneedle Qualifies for 1 hour of CPE Credits
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.
Date/Time Information:
May 7, 2019 11:30 am Networking (optional) 12:00 pm Lunch and Presentation
Contact Information:
Ashley Riley 508-753-8807
Fees/Admission:
Free
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