Advisors4Advisors

Event 

College Funding Techniques For Advisors
Category:
Financial Advisor Webinar Series
Title:
College Funding Techniques For Advisors
Presenter:
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Company:
Keebler & Associates, LLP
When:
04/20/17  4:00 PM EST - 5:00 PM EST
Replay:
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CE Credit:
CFP®
IMCA
Program Id:886709603
Event rating:
User rating
 
4.6 (54)

Description

Everything a financial advisor needs to know to plan funding a college education tax-efficiently, including:

FAFSA calculations
Education Savings Accounts (ESAs)
Qualified Tuition Plans (QTPs)
UGMA and UTMAs
Income tax deductions and credits for tuition
Retirement distributions to pay tuition
Gifts to pay for tuition
Health and Education Exclusion Trusts (HEETs).


If you like Bob Keebler's webinars, please try our platform for digital marketing and client engagement. Be sure to click on the link we will email you to verify your account after you fill in this form and Subscribe here.
 
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

This webinar is eligible for IMCA® CE credit, IRS EA CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.



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MMoore Reviewed by MMoore
April 19, 2017
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Last updated: April 19, 2017
 

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JimHoltzman Reviewed by JimHoltzman
April 19, 2017
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0 of 0 people found the following review helpful
Too many promotions for Advisors4Advisors.
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efadvice Reviewed by efadvice
April 19, 2017

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Last updated: April 19, 2017
 

0 of 0 people found the following review helpful
Good General overview just no revelations here.
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4.0
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johnc732 Reviewed by johnc732
April 19, 2017
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April 19, 2017
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