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529 Advisor Channel & Stable Value Product Webinar

About This Webinar

529 Advisor Channel & Stable Value Product Webinar, sponsored by New York Life Investments.

Hosted by Paul Curley, Director of Savings Research at ISS Market Intelligence and Edward Kaminski CIMA®, Senior Business Consultant, New York Life Stable Value, October's webinar discussed the 529 advisor channel, updates to the advisor-sold status boards, and product training on Stable Value. In addition to a conversation on capital preservation investment options, the session provided best practices for due diligence, and a discussion on commons myths and misconceptions regarding the different structures.

Additionally, the presentation highlighted 529 & ABLE industry announcements, research and market data updates, and Q&A throughout.

Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter Paul C

Paul Curley, CFA

Director of Savings Research
Paul Curley is Director of Savings Research at ISS Market Intelligence, where he oversees data, research, consulting and events on 529 savings plans, 529 prepaid plans and ABLE accounts for institutional clients. He is also the Editor of the 529 Dash e-newsletter and 529 Insiders website for advisors, accountants and estate planners.
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Webinar hosting presenter

Edward Kaminski

Senior Business Consultant
Edward Kaminski, CIMA is a Senior Business Consultant within the Stable Value Unit of New York Life Institutional Annuities. He joined New York Life in December of 2018 and is responsible for the development and initiatives in business channels such as 529, HSA and sub-advisory partnerships. In addition, Ed is responsible for home office coverage for key consultant relationships, as well as product benchmarking and enhancement. Ed has over 25 years in the investment and retirement business.

Ed has a BS in Business Management from Fairleigh Dickinson University and an MBA in Investment & Portfolio Management from Lubin Business School at Pace University in New York. Ed also holds the CIMA®, CFS®, CMFC®, AIF®, ARPC® and Certified 401(k) Specialist designations. Ed has his FINRA Series 7 & 63 licenses and is insurance licensed in all states.
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