David H. Smith Speaking at 529 Conference 10/16

September 07, 2017

On Monday, October 16, David H. Smith, CFA, will be speaking at the fourth annual 529 Conference, “College Financial Planning: Creating Growth Through Collaboration”, in Orlando.

The presentation, “Structuring & Evaluation the Investment Line-Up”, will cover topics such as structure in philosophy and in practice; defining key terms and differentiating factors; investment type and management style trends; and the impact of fees, new asset classes and other trends on selection.

The one-day pre-conference 529 “Essentials” Seminar will unpack the mechanics of 529 college savings plans. The session is designed to provide a clearer understanding of the ever-evolving tax, regulatory, financial aid, marketing, distribution, consumer trends and structural implications driving the market today.

For more information, please visit the 529 Conference event page.

Related Content

10.12.2021

Patrick Wing Speaking at PSACC Fall Conference 11/17

On Wednesday, November 17th, Patrick Wing, CFA, CIPM will be speaking at the Pennsylvania State Association…

09.28.2021

David H. Smith Speaking at 529 Virtual Conference 11/4

On Thursday, November 4th, David H. Smith, CFA will be speaking at the

10.04.2021

Patrick Wing and Michael Shone Speaking at PA County Treasurers’ Conference 10/19

On Tuesday, October 19th, Michael W. Shone and Patrick Wing, CFA, CIPM will…

09.23.2021

Mike Piotrowski Speaking at IPPFA MidAmerican Pension Conference 9/29

On Wednesday, September 29th, Mike Piotrowski, CAIA will be speaking at the IPPFA MidAmerican Pension Conference,…

09.08.2021

Sarah E.R. Wilson Speaking at Allegheny League of Municipalities Government Benefits Seminar 9/24

On Friday, September 24th, Sarah E.R. Wilson will be speaking at the Allegheny League of Municipalities’…

09.08.2021

Greg Leonberger Speaking at Chicago City Treasurer Virtual Financial Empowerment Summit 9/23

On Thursday, September 23rd, Greg Leonberger, FSA, EA, MAAA will be speaking at the Office of the…

More updates

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >