strategic insight pre-ici 2015 529 presentation
TRANSCRIPT
529 Update
Paul Curley, CFA
Director of College Savings Research
529conference.com
@PaulCurleyBC
2
529 Update: Overview
Legislative Developments
Market Data
Strategic Insight’s 529 Research
3
529 Update: Legislative Developments
Increase in Number of Annual Investment Changes
ABLE Accounts
Obama Proposal
H.R.529/S.335 Progress
4
529 Update: Market Data
Retail
Advisor
Employer
Institutional
5
529 Update: Strategic Insight’s 529 Research
Data
Research
Custom
Audience
529 Conference – 529conference.com
529 Dash – 529conference.com/subscribe.aspx
6
529 Update: Closing – Contact Paul With Questions
Legislative Update
Market Data
Strategic Insight 529 Research