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TAX INFORMATION

All About 529s-PBF Interview 07 02 2021

Sharla Rountree CFP®

August 06, 2021

Contact

Office: 303-238-5123

870 Kipling St

Lakewood, CO 80215

pbf@personalbenefit.com

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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Financial planning offered through Personal Benefit Financial. Personal Benefit Financial and Personal Benefit Advisory are not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures

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