College Financial Planning: Creating Growth Through Collaboration 2017 | Strategic Insight | 11 September 2017 | JW Marriott, Orlando Grande Lakes, 4040 Central Florida Pkwy, Orlando, FL 32837, United States
Venue
JW Marriott, Orlando Grande Lakes
JW Marriott, Orlando Grande Lakes, 4040 Central Florida Pkwy, Orlando, FL 32837, United States
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Mon Sep 11 EDT - Wed Sep 13 EDT (over 7 years ago) |
| Location |
JW Marriott, Orlando Grande Lakes
4040 Central Florida Pkwy, Orlando, FL 32837, United States |
| Region | Americas |
Details
The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 ecosystem. Using a 360-degree perspective, the conference drills down into the most significant trends and challenges facing the industry today and includes critical conversation and debate surrounding the latest legislative developments, product innovations, investment options, distribution strategies, marketing initiatives, consumer trends, regulatory announcements and much more.
Speakers
2017 Event Speakers
Leo Acheson
Senior Analyst, Manager Research, Morningstar Research Services LLC
Susie Bauer
529/UIT Manager, Senior Vice President, Robert W. Baird & Co.
Rosemary Becchi
Partner, McGuireWoods LLP
David Bell
Managing Director, Oregon 529 Savings Network
Suzanne Bertolett
Senior Regional Counsel - Enforcement Department, FINRA – Florida District Office
Kay Ceserani
Managing Director, Pension Consulting Alliance, LLC
Paul Curley
Director of College Savings Research, Strategic Insight
Jim Diskin
Director, Institutional Stable Value, Prudential
Daniel Durazo
USA Director of External Communications, Allianz Global Assistance
Mark Edblom
Associate Product Manager - Mutual Funds and ETFs, RBC Wealth Management
Christina Elliott
Executive Director, CalABLE Board
Pamela K. Ellis
Associate General Counsel , Municipal Securities Rulemaking Board (MSRB)
Joe Farrage
Sr. VP Business Development and Strategic Partnerships, PeachJar
Michael Frerichs
Treasurer, Illinois State Treasury
Nathan Ganousis
Product Leader – Managed Investments, Edward Jones
John Hesse
Executive Director – Business Development and Execution, Morgan Stanley Wealth Management
Doug Jackson
Deputy Director of STABLE Account, Ohio State Treasurer
Steve Jobe
Director of College Savings Business Management, Legg Mason
Ashley Nabors
Senior Director of Financial Empowerment, Tennessee Treasury Department
Patrick R. Noonan
Advanced Planning Consultant, Commonwealth Financial Network®
Rachel Ramos
Product Manager – Investment Services, American Funds
William Reilly
Director, IRA and 529 Plan Associate Product Manager, UBS Financial Services, Inc.
Tamara Salmon
Senior Associate Counsel, Investment Company Institute (ICI)
Kolby Smith
Wealth Management Associate, Plante Moran Financial
Chris Stack
Managing Consultant, Savingforcollege.com
Mark Struthers
Founder, Sona Financial
Rob Tirrell
529 Business Development Specialist, Voya Investment Management
Michael Whitehurst
Vice President, Wealth Management Advisor, Retirement Benefits Consultant
Sponsors & Partners
2017 Event Sponsors
Allianz
American Funds
Ascensus
Blackrock
Columbia Threadneedle
Dimensional
DST
Gift of College
Hartford Funds
John Hancock Investments
Legg Mason
Nest529
Oppenheimer Funds
Peachjar
Prudential
T.RowePrice
Voya
Weston | Patrick