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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