Baseshop Resources | Larson University

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529 Plan Setup

Template of process and of needed documents to set up a plan.

This is an ever changing document!

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SANTORINI

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MYKONOS

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AGF GROUP RRSP FOLDER... Booklets / Agent Presentation Material

Setting up Shortcuts in your Phone
- https://drive.google.com/file/d/1Q3fo20SinSIdnUwzKypeGzUK7ZLSzSaN/view?usp=sharing
Setting up Shortcuts Workshop Video.
- https://vimeo.com/498505617/56c3ba74c2

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