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The Power of RIA-Friendly 529 Plans

July 28 @ 11:00 am - 11:45 am CDT

Event Description: Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, and Chief Behavioral Officer Dr. Daniel Crosby, Ph.D., as they discuss the power of RIA-friendly 529 plans, like the recently enhanced Texas LoneStar 529 Plan®, and the key attributes to emphasize to your clients.