04.03.2024
Luis Sierra Speaking at NCPERS 2024 Trustee Educational Seminar 5/18
On Saturday, May 18, Luis Sierra, CFA will be speaking at the National Conference on Public Employee Retirement…
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.
04.03.2024
On Saturday, May 18, Luis Sierra, CFA will be speaking at the National Conference on Public Employee Retirement…
04.14.2024
On Thursday, April 18, Lee H. Martin, Ph.D. Patrick W. Wing, CFA, CIPM, and
04.03.2024
On Wednesday, April 10, Luis Sierra, CFA will be speaking at the 2024 College Savings Plan Network Prepaid…
01.24.2024
On March 25, 2024, Lee H. Martin, Ph.D. will be speaking at the Georgia Association of Public Pension…
03.05.2024
On Thursday, March 7, Kweku Obed, CFA, CAIA will be speaking at the New York State Insurance Fund…
02.08.2024
On Friday, February 16, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania State Association of…
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