10.31.2025
Patrick W. Wing and Sarah E.R. Wilson Speaking at 2025 PSACC Fall Conference 11/12
On Wednesday, November 12, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be speaking…
On Thursday, September 24th, Dave Smith, CFA, will be speaking at “529 Conference: Required market intelligence for 529 & ABLE,” an annual conference held virtually this year.
Dave will be moderating a panel entitled, “Conservative Investment Strategies,” with several industry professionals. Through a series of online panels, presentations, and virtual networking, the 529 Conference covers significant trends, challenges, and opportunities facing the 529 and ABLE industry today 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.
10.31.2025
On Wednesday, November 12, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be speaking…
09.30.2025
On Thursday, October 30, Linsey Schoemehl Payne will be speaking at Finance Forward: A Forum for Diversity in…
06.30.2025
On Monday, September 29, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
08.11.2025
On September 16, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension Trustees (GAPPT)…
06.30.2025
On Tuesday, August 12, Brad Hampton will be speaking at the National Public Pension Fund Association’s (NPPFA)…
07.01.2025
On Tuesday, July 29, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County…
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