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February 10, 2017

Reader’s Perspective: Question and Answer with Eva Giles, College Savings Program Manager for the Finance Authority of Maine

What are the top three tips for families seeking to efficiently save and pay for college from the perspective of the Finance Authority of Maine?
February 10, 2017

Reader’s Perspective: Question and Answer with Deborah Goodkin, Managing Director of the Enable Savings Plan

How can an adviser, accountant or estate planner use an ABLE account to help their clients?
February 2, 2017

Reader’s Perspective: Question and Answer with Martin Federici, Jr., CEO of MF Advisers, Inc.

What client trends does a full-service, fee-only RIA firm and fiduciary see in terms of college financial planning?
January 24, 2017

Reader’s Perspective: Question and Answer with Steve Stanganelli, CFP, CRPC, AEP, Founder of Clear View Wealth Advisors

What trends does a fee-only fiduciary advisor and tax planner see in terms of college financial planning?
January 20, 2017

Reader’s Perspective: Question and Answer with Mark Struthers, CFA, Founder of Sona Financial

What is working for Mark Struthers, CFA, Fee-Only Investment Advisor and Founding Principal of Sona Financial, in terms of college financial planning?
January 13, 2017

Reader’s Perspective: Question and Answer with Brett Tushingham, CFP, Founder of Tushingham Wealth Strategies

What is working for Brett Tushingham, founder of Tushingham Wealth Strategies and speaker at the 529 Conference 2016, in terms of college financial planning?
January 5, 2017

Reader’s Perspective: Question and Answer with Spencer Sherman, Founder and Executive Chairperson of Abacus Wealth

How does the founder of a growing RIA and author of "The Cure for Money Madness" integrate college financial planning into his discussions with clients?
December 29, 2016

Reader’s Perspective: Question and Answer with Julie Ford, CFP, Founder of Ford Financial Services, LLC

What is working in terms of college financial planning from a fee-only registered investment advisor’s perspective?
December 28, 2016

529 Conference 2016: Distribution Strategies – View from the Independent RIA Channel

What are the key trends in the independent RIA channel from a college financial planning perspective?
December 9, 2016

Reader’s Perspective: Question and Answer with Paul Snow, Principal of Snow Financial Group

What is working in terms of college financial planning from a top 529 producer's perspective?
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Special Sessions

529 ‘Essentials’ Seminar
(pre-conference session – September 29)

Whether you are new to the education savings market or a seasoned pro, this hands-on, full-day seminar will drill down into the mechanics of 529 plans and provide you with a clear understanding of the ever-evolving tax, regulatory, governance, investment, structural and financial aid implications driving the market today.

Sponsorship Information:
Paul Curley, CFA
Executive Director
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com

General Information:
Paul Curley, CFA
Executive Director
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com

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