David H. Smith Speaking at 529 College Savings Plan Conference 9/12

November 07, 2016

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.

For more information, please visit the 529 Conference website.

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