07.01.2025
Sarah E.R. Wilson Speaking at PSACC 2025 Annual Conference 7/29
On Tuesday, July 29, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of Country…
On Monday, October 16, Dave 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.
07.01.2025
On Tuesday, July 29, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of Country…
06.30.2025
On Tuesday, August 12, Brad Hampton will be speaking at the National Public Pension Fund Association’s (NPPFA)…
06.30.2025
On Monday, September 29, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
04.17.2025
On Tuesday, June 3, Luis Sierra, CFA will be speaking at the 2025 Treasury Management Training Symposium…
05.20.2025
On Wednesday, May 28, Brad Hampton will be speaking at the Pennsylvania Association of Public Employee Retirement Systems’…
05.07.2025
On Monday, May 19, Sam Frymier will be speaking at the National Conference on Public Employee Retirement Systems’…
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