How does this author and financial strategist inspire readers to leverage an abundance mindset to improve the college financial planning and education legacy planning process for families?
Here is the latest market data by Strategic Insight that can be used by the media and other organizations, and contact Strategic Insight for more information and commentary on its proprietary data, research, events and digital publications.
Check out the 1-page print ad for the Strategic Insight 529 Conference 2017. It will be included in some of the upcoming Strategic Insight media brand publications, and a special thank you to the Strategic Insight design team for creating the collateral.
529 ‘Essentials’ Seminar (pre-conference session – September 30) Whether you are new to 529 plans or a seasoned pro on education financial planning, this insightful seminar will drill down into the mechanics of 529 plans and provide you with a clear understanding of the ever-evolving landscape, tax, regulatory, governance, financial aid, investment and product implications driving the market today.
ABLE Summit (October 2) With the launch of ABLE accounts in 2016, we’re dedicating sessions to product training, networking and best practices on how firms are involved in the industry, and how firms can successfully evolve to drive growth from a consumer, product, marketing, distribution and outlook perspective.
