On Wednesday, September 25th, David H. Smith, CFA, will be speaking at “529 Conference: Uncovering the most effective strategies for 529 growth,” an annual conference hosted by Strategic Insight and PLANADVISER, in Amelia Island, Florida.
Dave will be moderating a panel entitled, “Investment Line-Up Trends and Outlook.” The 529 conference includes conversation and debate surrounding the latest 529 legislative developments, product enhancements, investment trends, distribution strategies, marketing campaigns, operational initiatives, consumer insights, regulatory and compliance announcements and much more.
For more information, please visit the 529 Conference event page.
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