06.30.2025
On Monday, October 17th, Dave Smith, CFA, will be speaking at the annual 529 Conference, hosted by ISS Market Intelligence in Orlando, Florida.
Dave will be presenting a session entitled, “Structuring & Evaluating the Investment Lineup.” The 529 conference brings together the entire 529 and ABLE ecosystem and includes critical conversation and debate surrounding the latest federal and state legislative developments, product enhancements, investment trends, marketing campaigns, distribution strategies, operational initiatives, consumer insights, and regulatory and compliance announcements.
For more information, please visit the 529 Conference event page.
06.30.2025
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…
05.22.2025
On Tuesday, June 24, William Torre, Jr., CFA, CAIA will be speaking at the 2025 Advanced Trustees…
04.17.2025
On Tuesday, June 3, Luis Sierra, CFA will be speaking at the 2025 Treasury Management Training Symposium…
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