David H. Smith Speaking at 529 Conference 9/24

August 05, 2018

On Monday, September 24th, David H. Smith, CFA, will be speaking at the “529 Essentials Seminar” preceding the fifth annual 529 Conference, “Education Financial Planning: Required Insight for the 529 Industry.

The presentation, “Structuring & Evaluating the Investment Line-Up”, will cover topics including plan 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 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, governance, financial aid, investment and operational implications driving the market today.

For more information, please visit the 529 Conference event page.

Related Content

02.13.2019

Marquette Associates Continues to Expand Wealth Consulting Capabilities

CHICAGO, IL, February 13, 2019 – Marquette Associates, Inc. today announced plans to expand its wealth consulting offerings with an…

02.08.2019

Marquette Associates Ownership Update

CHICAGO, IL, February 8, 2019 – Marquette Associates, Inc. today announced an update to the firm’s succession plan in a…

01.14.2019

Marquette’s Ongoing Commitment to Building a Diverse Team and Industry Leaders

With each passing year, we continue to see compelling and thoughtful empirical research that highlights the strong case for all…

03.05.2019

The Chicago Community Catalyst Fund RFI for Custodial and Administrative Services

The Chicago Community Catalyst Fund has issued a non-binding request for information (“RFI”) to solicit proposals from qualified custodians. The deadline…

10.17.2018

Defined Contribution Plan Legislative Update

Retirement savings has been a major theme on Capitol Hill this year. To better prepare our defined…

11.06.2018

Eric Gaylord Speaking at Investment Management Institute DC Literacy Summit 2/13

On Wednesday, February 13, Eric Gaylord, CFA, will be speaking at Investment Management Institute’s first DC Literacy…

More updates

Subscribe to Research Email Alerts

Research Email Alert Subscription

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.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >