Using 529 College Savings Plans in Client Portfolios

Presented by:  Vivian Tsai, CIMA®, CPWA®, Blackrock iShares

Thanks to our meeting sponsor: TBD

Meeting Details:

Upper-income Americans are the most vulnerable to tax increases, and advisors are looking for the best ways to position client portfolios. 529 plans are tax advantaged vehicles with surprising estate planning qualities. Vivian Tsai will review the features of 529 plans and how clients can use them in their overall planning.

Speaker's Bio:

Vivian Tsai, CIMA®, CPWA®, Blackrock iShares

Vivian Tsai is a Vice President with iShares, working with iShares platform solutions since 2005. Vivian joined iShares from Merrill Lynch Global Private Client Group. A California native, Vivian received her BS in Economics from the Wharton School at the University of Pennsylvania. She holds the Certified Investment Management Analyst and Certified Private Wealth Advisor designations.

Advanced Registration

$35 - FPA Members
$40 - FPA Non-members

Register Online using your credit card.

Advanced registration ends Nov. 7th.

Note: You may continue to register after November 7th but you will be charged at-the-door pricing. Online registration closes November 9th.

No refunds will be made after Nov 9th

At The Door Registration

(Cash or Check)

$55 - FPA Members
$60 - FPA Non-members

No refunds will be made after Nov. 9th.

This meeting qualifies for 1.5 hr of CE credit pending approval by the CFP Board.