Education Savings Accounts - Coverdell Education Savings Accounts

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					Coverdell Education Savings Accounts – Compliance Webinar

Many individuals have opened Coverdell education savings accounts (ESAs) to help pay for their children’s or
grandchildren’s rising education costs. This webinar provides a comprehensive review of ESAs. Topics include
legislative changes, tax benefits, document requirements, eligibility rules, contribution limits, and reporting
requirements.


Audience
Individuals responsible for IRA compliance and/or operations at the financial organization.

Prerequisites
None

Length
60 minutes followed by a 30 minute Q&A session

Pricing
    •   $199: Single Connection
    •   $790: 5-Webinar Package
    •   $1,580: 10-Webinar Package

Continuing Professional Education Credits
   •    CIP – 1.5 Credits
   •    CIS – 1 Credit
   •    NCCO – 1.5 Credits
   •    CISP – 2 Credits
   •    CRSP – 2 Credits
   •    CTFA – 2 Credits
   •    ASPPA – 2 Credits

Date-Time of Sessions: (Central Time)
    •   February 17              11:00 am


 

                 Questions? Please contact EducationSupport@ascensus.com or call 800‐346‐3860 option 2.