Webinar

Join this session to hear all about the process of moving funds into or within the Invest529 programs.

Topics discussed include:

• Moving funds from another tuition plan to Invest529
• Changing the investment selection within the Invest529
• Moving funds between Invest529 programs
• Rollover or Investment Direction terminology and limitations on each

Specific examples will be given while demonstrating the easy to use online process to request movement of funds.