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529 Conf: Stable Value Product Update & Discussion

September 23, 2020 at 03:15:00 PM · Eastern Time (US & Canada)
About This Webinar

Sponsored by Prudential

Agenda
  • Brief Historical View of Stable Value Overall and in the 529 Industry
  • Technical Ins & Outs for 529 Insiders
  • Current Environment & Outlook
  • Question & Answers, Case Studies and Scenarios
Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter Paul C
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.
Webinar hosting presenter
Vice President, Stable Value
Jim is part of the Institutional Stable Value Product team at Prudential Retirement. In his role, Jim leads a team responsible for executing new business transactions, maintaining the in-force book of business, and the development and implementation of new products. Prior to this role, Jim led the Stable Value Strategy and Planning team, where he was responsible for strategic initiatives as well as financial and operational planning efforts. Jim earned a B.A. in English from Seton Hall University and an M.B.A. with a concentration in finance from Rutgers University. Jim is also a CFA charterholder.
Documents
529Conf2020_Wednesday-3_Keynote_Stable_Value.pdf
Preview Download Added by Mary Kriegsfeld at 1:27 AM - Saturday - September 19, 2020
529_Plans_Assessing_the_Stable_Value_Option.pdf
Preview Download Added by ISS Conference Team at 4:44 PM - Sunday - September 20, 2020
Speaker_Bios_-_Day_3-_Stable_Value_Product_Update___Discussion_-_Keynote_Address.pdf
Preview Download Added by ISS Conference Team at 5:29 PM - Sunday - September 20, 2020