On Tuesday, September 19th, Dave Smith, CFA, will be speaking at the annual 529 Conference hosted by ISS Market Intelligence in Grande Lakes, Florida.
Dave will be presenting a session entitled, “Structuring & Evaluating the Investment Lineup.” The 529 conference brings together the entire 529 and ABLE ecosystem and includes critical conversation and debate surrounding the latest federal and state legislative developments, product enhancements, investment trends, marketing campaigns, distribution strategies, operational initiatives, consumer insights, and regulatory and compliance announcements.
For more information, please visit the 529 Conference website.
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On Thursday, June 18, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
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On Tuesday, June 16, Eric Gaylord, CFA will be speaking at the 2026 Treasury Management Training Symposium…
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On Thursday, June 11, Patrick W. Wing, CFA, CIPM will be speaking at the Maryland Government Finance Officers Association (GFOA)…
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On Monday, May 18, Sam Frymier will be speaking at the National Conference on Public Employee Retirement…
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