Paul Curley’s Podcast
Director of 529 & ABLE Research at ISS Market Intelligence where I oversee data, research, events, and digital on 529 plans and ABLE accounts for institutional clients.
Listen on:
Episodes
Friday Mar 25, 2022
Friday Mar 25, 2022
Event Website: 529Conference.com
Join us at the 529 Conference 2022!REQUIRED MARKET INTELLIGENCE FOR 529 & ABLE
October 17-19, 2022JW Marriott, Orland Grande Lakes, Florida, USA
Description: The 529 Conference is the annual industry gathering with the entire 529 and ABLE ecosystem.
Thursday Aug 05, 2021
Thursday Aug 05, 2021
529 Conference 2021 Agenda Update:
John Barrasso, Managing Director, Prudential Financial, to moderate "Searching Process & Value of Adding Stable Value as an Investment Option Choice in a 529" session.
Learn more: https://www.529conference.com/
Wednesday Aug 04, 2021
Wednesday Aug 04, 2021
529 Conference 2021 Agenda Update:
Edward Kaminski, Senior Business Consultant, New York Life Stable Value, has been confirmed as a presenter on the “Product Strategy, Trends and Outlook” 529 Conference panel.
Learn more: https://www.529conference.com/
Tuesday Aug 03, 2021
Tuesday Aug 03, 2021
529 Conference 2021 Agenda Update:
Jordan Lee, Founder & CEO, Backer, has been confirmed as the presenter of the “Keynote Address Sponsored by Backer; Fintech for 529s: Enabling the Next Generation of Savers” 529 Conference session.
Learn more: https://www.529conference.com/
Monday Aug 02, 2021
Monday Aug 02, 2021
529 Conference 2021 Agenda Update:
Julie Shields-Rutyna, Director of College Planning, Education, and Training, MEFA has been confirmed as a co-presenter of the “Financial Aid: Lifecycle of Saving, Paying & Repaying” 529 Essentials” Session.
Learn more: https://www.529conference.com/
Friday Jul 30, 2021
Friday Jul 30, 2021
529 Conference 2021 Agenda Update:
Stacey MacPhetres, Senior Director, Education Finance, Bright Horizons College Coach, has been confirmed as a co-presenter of the “Financial Aid: Lifecycle of Saving, Paying & Repaying” 529 Essentials” Session.
Learn more: https://www.529conference.com/
Thursday Jul 29, 2021
Thursday Jul 29, 2021
529 Conference 2021 Agenda Update:
Kay Ceserani, Managing Principal, Meketa Investment Group, has been confirmed as presenter of the “Structuring & Evaluating the Investment Line-Up” 529 Essentials session
Learn more: https://www.529conference.com/
Wednesday Jul 28, 2021
Wednesday Jul 28, 2021
529 Conference 2021 Agenda Update:
Andrea Feirstein, Managing Director, AKF Consulting Group, has been confirmed as presenter of “Federal Regulatory Framework”, “Plan Governance & Administration Best Practices” and “State’s Perspective on Industry Trends and Building Momentum” 529 Conference sessions.
Learn more: https://www.529conference.com/
Wednesday Jul 28, 2021
Wednesday Jul 28, 2021
529 Conference 2021 Agenda Update:
James W C Canup, Assistant General Counsel & Legislative Counsel, Virginia Economic Development Partnership, Commonwealth of Virginia, has been confirmed as presenter of the “Tax Benefits & Planning” 529 Essentials session.
Learn more: https://www.529conference.com/
Tuesday Jul 27, 2021
Tuesday Jul 27, 2021
529 Conference 2021: Agenda Update
Chris Stack, Esq., Managing Consultant, Savingforcollege.com, confirmed as a presenter and moderator.
More here: https://www.529conference.com/