Dave Smith Speaking at 529 Seminar 9/15

September 02, 2014

On Monday, September 15, Dave Smith will be speaking at the 529 ‘Essentials’ Seminar hosted by Strategic Insight and PLANADVISOR in Orlando, FL.

Dave will discuss the structure of the investment line-up of 529 products and cover the following topics:

– Structure in philosophy and in practice
– Defining key terms and differentiating factors
– Investment type and management style trends
– Impact of fees and other factors on selection

For more information, please visit the event’s website.

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