Those that attend the conference include: • Broker/dealer (B/D) gatekeepers; • Treasury officials; • 529 product providers; • 529 consultants; • State agencies; • Investment advisers; • ABLE administrators; and • Industry regulators.

I am honored to be moderating this great event!

College Financial Planning: Creating Growth Through Collaboration

I am honored and can’t wait to moderate this great event! Don’t miss it!

529 ‘Essentials’ Seminar / September 11, 2017
529 Conference / September 12-13, 2017
ABLE Deep-Dive Afternoon Summit / September 13, 2017
JW Marriott, Orlando Grande Lakes

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.

Optional sessions are available in conjunction with the 529 Conference to offer attendees additional education and training. The pre-conference ‘Essentials Seminar’ provides an understanding of the granular details of 529 plans in a constantly evolving market, and the post-conference ‘ABLE Session’ gives advice and insight into successfully implementing ABLE accounts.

Those that attend the conference include:

• Broker/dealer (B/D) gatekeepers;
• Treasury officials;
• 529 product providers;
• 529 consultants;
• State agencies;
• Investment advisers;
• ABLE administrators; and
• Industry regulators.

 

 

 

 

Everything You Wanted To Know About 529 Plans & Their Role In Fee-Only Planning (Brought To You By NAPFA but available for non-NAPFA members too)

This is event is designed for advisors, but the public is welcome.

Tuesday, May 9, 2017, 5pm-7pm

To say Paul Curley, CFA, is an expert in 529 Plans is an understatement. Paul joined Strategic Insight (SI) as a research analyst in 2008 and currently oversees college savings market research for institutional clients. He is the primary contact for data aggregation and analysis of 529 savings plans, 529 prepaid plans and ABLE accounts.
Featured Agenda:

Paul will discuss 529 Plan:

Landscape Trends and News

Product Training

Drivers, Themes and Opportunities

Please email ann.struthers@sonafinancial.com with any specific topics or questions in advance so Paul may make the most of his time with us.

Location: 4940 W 77th St Edina, MN 55435

Day: Tuesday May 9th

Agenda:

5pm-6pm — Happy Hour And Dinner With Your Local Advisor Community

6pm-7pm — Paul Will Discuss 529 Plans And Their Role In Planning For College For A Fee-Only Planner

NAPFA CE: 1 Credit
CFP CE: Pending
Cost:

$25 for NAPFA Members

$40 for Non-NAPFA Members

Funding College vs. Retirement: Is the 529 Plan right?

  • Should I fund retirement or college?
  • What are my options?
  • What is a 529?
  • How does it work?
  • How do the tax deductions work?

Blindly throwing money at a 529 Plan may not be right for you. Your time horizon is short! Educate yourself to make the right choices.

Class will run 6:30-7:30pm and students are welcome to stay until 8:00pm to ask additional questions.

January 17, 2017  Register

April 18, 2017       Register

 

How much college can I afford?

Other than your home, your biggest purchase may be college. We will have a conversation to give you a better idea of how much college you can afford.

We will address:

  • Sticker Price vs. Net Price
  • How does the Financial Aid Process Work?
  • What is FAFSA?
  • How is your EFC Calculated?
  • When should you apply?
  • What tax year do they look at?
  • What role does the financial aid office play?

Class will run 6:30-7:30pm and students are welcome to stay until 8:00pm to ask additional questions.

March 28, 2017  Register

May 30, 2017      Register

 

Student Loans: How they work

Student Loans are a bigger part of all of our lives. Things are usually scarier when we don’t understand them. This class will cover how student loans work and what you need to know about repayment options.

Class will run 6:30-7:30pm and students are welcome to stay until 8:00pm to ask additional questions.

February 7, 2017  Register

May 2, 2017          Register