On Monday, September 12, David H. Smith will be speaking at the third annual 529 Conference in Orlando on structuring and evaluating investment line-ups. The session 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 pre-conference session is part of the 529 Essentials Seminar. The full-day seminar will drill down into the mechanics of 529 college savings plans and provide a clear understanding of the ever-evolving tax, regulatory, financial aid, investment and structural implications driving the market today.
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.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.Contact Us >