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Davis Schilken May Social Series – Drinks & Discussion with CollegeInvest!

May 23 @ 4:00 pm - 5:00 pm

We know that paying for college can be overwhelming. To help us understand the process, we have partnered with CollegeInvest to offer information on college planning through 529 plans. If you are a parent, grandparent, family member of a student, or thinking about going back to school, yourself, this presentation is for you!
Join us for the following event for your chance to win a $100 529 gift card!

Program Highlights:
• Colorado state income tax deduction for contributions
• Tax deferred growth and tax free qualified withdrawals
• Account owner controls the money
• Beneficiary can be changed
• Savings can be used across the globe
• Wide range of schools options, including vo-tech and trade schools
• Employer programs available

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May 23
4:00 pm - 5:00 pm


CB Potts
43 Centennial Blvd.
Highlands Ranch, CO 80129
+ Google Map

We were very pleased with the level of expertise available at Davis Schilken. It enabled us to feel confident that we were presented all options. The process was efficient and allowed us to complete our estate planning effectively and efficiently. - W&L R.
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