Dave Smith Speaking at 2018 529 Conference 9/24

August 05, 2018

On Monday, September 24th, Dave 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.