Editor’s Letter
ABLE Act Update, 2017 NDSS Buddy Walk® on Washington and How to Justify Your Fee as an Adviser
Interview with Johnny Damon, Retired Major League Baseball Player
What is Johnny Damon’s perspective on how to be successful?
Reader’s Perspective: Question and Answer with Jeffrey S. Cohen, CIMA, AIF, Financial Advisor with Wells Fargo Advisors
What are the key trends in college financial planning going forward?
529 Conference 2016: Interview with Wayne Weber, Chief Executive Offer and Founder of GiftofCollege.com
What is Wayne Weber’s perspective on 529 gift cards and their ability to solidifying college financial planning as a family goal to achieve together?
529 Conference 2016: Interview with Tiffany Spudich, Chief Client Officer with Capital Cities, LLC
What is Tiffany Spudich’s perspective on 529s and creating the ideal 529 plan investment line-up for advisors, employers and direct investors?
529 Conference 2016: Interview with Martha Savery, Director of Public Affairs with Massachusetts Educational Financing Authority (MEFA)
What is Martha Savery’s perspective on college financial planning, financial aid and 529s?
529 Conference 2016: Interview with Chris Stack Esq., Managing Consultant with SavingforCollege.com
What is Chris Stack’s perspective on 529 sales with advisers?
Reader’s Perspective: Question and Answer with Treasurer Young Boozer, Alabama State Treasurer
From a state treasurer’s perspective, why and how can an adviser, accountant or estate planner help their clients with college financial planning?
Reader’s Perspective: Question and Answer with John Finch, Director of ABLE United
How can an adviser, accountant or estate planner use an ABLE account to help clients?
Reader’s Perspective: Question and Answer with Bo Lu, Co-founder and CEO of FutureAdvisor
What trends does a co-founder of a robo advisor see in terms of college financial planning?
