2024 Garrett Retreat
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529 Plans: Benefiting Your Clients, Their Children, and You
Friday August 9, 2024 11:00am - 12:15pm MDT
Spruce
Bryn will provide a comprehensive overview of 529 plans and facilitate a conversation on how advisors can use a 529 plan to connect with clients.
Speakers
Bryn Ramjoue
Marketing Director, my529
529 plans and my529 with dedicated advisor professionals and a BOSP infrastructure.
Friday August 9, 2024 11:00am - 12:15pm MDT
Spruce
Concurrent Session
Attendees (1)
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