Dave Smith Speaking at 2021 529 Conference 11/4

September 28, 2021

On Thursday, November 4th, Dave Smith, CFA will be speaking at the “529 Virtual Conference: Required market intelligence for 529 & ABLE,” an annual conference held virtually this year.

Dave will be moderating a panel entitled, “529 & ABLE Investment Line-Up Trends and Outlook,” with several industry professionals, discussing what they look for in the fund evaluation and screening process, their views on portfolio construction, best practices for asset manager partners, current areas of focus, and more. Through a series of panels, presentations, workshops, and networking opportunities, 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.