EVENT

Learn more about the 529 college savings plan with CollegeInvest and receive $25 to start your account

Monday, November 4, 2024
12:00pm – 12:45pm
Zoom Webinar

Saving for college and educational expenses can be a daunting task with many factors included in the equation. However, creating a savings plan doesn’t have to be complex.

 

In partnership with CollegeInvest, Employee Services provides University of Colorado faculty and staff the tools to succeed with Colorado’s 529 College Savings Program. A 529 savings plan allows you to use tax-advantaged savings plans specifically codified for higher education, whether that be for you, your children or even your grandchildren.

 

From noon – 12:45 p.m. (MT) Monday, Nov. 4, CollegeInvest will host a webinar presentation to explain the features and benefits of saving with a 529 tax-advantaged plan. As a bonus for attending, you will receive a free $25 starter account.

Highlights of the CollegeInvest program are:

  • Colorado state income tax deduction for contributions
  • Open an account with as little as $25
  • Tax deferred growth and tax-free qualified withdrawals
  • Savings can be used nationwide
  • Four unique plans tailored to meet your investment style
  • Account owner controls the money
  • Beneficiary can be changed without penalty
  • Direct deposit options make it convenient
  • No income or age limitations
  • Expert money managers

This program offers an abundance of knowledge and resources for tackling today’s educational expense landscape, taking the hours of math and stress out of creating a plan.

 

After registering, you will receive a confirmation email containing information about joining the webinar.

 

Register now