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

04.29.2020

Marquette Awarded Greenwich Quality Leader in Overall U.S. Investment Consulting

CHICAGO, April 29, 2020 – Marquette Associates, Inc. has been designated as a 2019 Greenwich Quality Leader within the large…

04.06.2020

COVID-19: Our Response

As the coronavirus outbreak continues to escalate, we want to express our heartfelt concern and care for you and your…

05.14.2020

Aimee O’Connor Quoted on RIA Services

On May 14, Aimee O’Connor, CFP®, was quoted in a FundFire article on the growth of Registered…

05.13.2020

Kweku Obed Featured on eVestment Podcast

On May 12, managing director Kweku Obed, CFA, CAIA was featured on eVestment’s The Source podcast. Kweku spoke about Marquette’s 

09.16.2020

Lee H. Martin Speaking at Florida Public Pension Trustees Association Conference 10/26

Lee H. Martin, Ph. D. will be speaking at the Florida Public Pension Trustees Association’s “PIVOT 2020: Challenge…

09.22.2020

Nichole Roman-Bhatty Speaking at MAPS Conference 10/7

On Wednesday, October 7th, Nichole Roman-Bhatty, CIMA®, will be speaking at the 2020 Mid-Atlantic Plan Sponsors (MAPS) Annual Trustee…

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 >