Webinar Registration

Session 5 of CP MC:
Dynasty 529 Planning: Multigenerational Education Funding and Estate Strategy

Boost Your Client's College Planning, Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Wednesday, October, 29

12:00pm ET

150 minutes

Earn 2 CE credit Trusted by 10,000+ financial advisors

Alan Gassman, J.D., LL.M.

Estate Planning Expert Gassman Law P.A.

Presenter Bio

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

Name

First Name

Last Name

Email Address

Who invited you?

Please provide your CFP ID #

Please provide your CRD #

ZIP Code

Which best describes you? *

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

What You'll Learn

No content added

Webinar Description

As tax laws and education costs continue to evolve, high-net-worth families are increasingly turning to 529 plans not just for college savings—but as powerful tools for wealth transfer and legacy planning. In this advanced session, estate planning attorney Alan Gassman, J.D. LL.M., will guide you through the tax, estate, and gifting implications of using 529s as a "Dynasty 529 Planning" strategy. i.e. a strategy that uses 529 plans as intergenerational vehicles to fund education and reduce estate tax exposure.