The Kids You Love Next.
On March 12, 2019, Strategic Insight and Invesco hosted a 50-minute live webcast together on how 529 college savings plans and college financial planning can help advisers to grow and retain their book of business through inter-generational wealth transfers. The session featured the moderator of Paul Curley, CFA, Director of College Savings Research with Strategic Insight, along with speakers of Lisa Kueng, Director of Creative Campaigns with Invesco and co-author of “Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality,” and Toni Tamborello, Associate Director with Invesco CollegeBound 529 Plan. To replay the webcast, click the link here. Questions, feedback and suggested topics for future presentations are welcome and appreciated.