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529 Conf: Chairman’s Welcome and Opening Remarks + Conservative Investment Strategies

September 24, 2020 at 12:40:00 PM · Eastern Time (US & Canada)
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
Analyst, Manager Research
Madeline Hume is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She assists with coverage of multi-asset and alternative fund strategies. As part of that coverage, she leads the manager research group’s 529 plan research efforts and oversees its annual 529 plan ratings calendar. Before assuming her current role in 2018, Hume was a client services representative for the Morningstar Office and Morningstar Direct platforms. Hume holds a bachelor’s degree in finance from the University of Illinois’ Gies College of Business.
Webinar hosting presenter
Director
Scott Yasharian is Director of Advisory Solutions and Client Portfolio Manager for Invesco’s Investment Solutions team. In this role, he works with financial advisors, institutions, and broker/dealer home offices with a focus on multi-asset portfolio construction research and guidance. Mr. Yasharian has been in the industry since 1993. Prior to joining Invesco in 2017, he spent 23 years with FactSet Research Systems, Inc. in various global leadership positions. He earned a BS degree in finance from Babson College and is a Chartered Financial Analyst (CFA). Scott and his family reside in Los Angeles, CA.
Webinar hosting presenter
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.

Previously, Ed was a Key Account Relationship and Product Manager within the Investment Product & Relationship Management Group for ADP Retirement Services, where he was responsible for assisting in the development, enhancement and management of the institutional retirement investment platforms and products; the overall relationship with asset managers, organizational investment communications; market/product/competitive research; manager due diligence and the support of all organizational initiatives related to the company's full-service proprietary retirement products. In addition, Ed was also responsible for ADP RS’s largest alliance product relationship – Merrill Lynch. Prior to joining ADP in 2005, Ed held several positions at Prudential Financial during his 11 years there with the most recent being a Mutual Fund Product Manager within the Product Management group of Prudential Investments.

Ed has a BS in Business Management from Fairleigh Dickinson University and an MBA in Investment & Portfolio Management Lubin Business School atPace 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.
Webinar hosting presenter
Managing Director
Documents
CollegeBound_529_advisor_brochure.PDF
Preview Download Added by ISS Conference Team at 4:29 PM - Sunday - September 20, 2020
CollegeBound_529__529_plan_state_tax_information.PDF
Preview Download Added by ISS Conference Team at 4:29 PM - Sunday - September 20, 2020
How_529_plans_can_reduce_estate_tax_exposure.PDF
Preview Download Added by ISS Conference Team at 4:30 PM - Sunday - September 20, 2020
The_ABCs_of_Education_Savings_chart_book_-_with_speaker_notes.PDF
Preview Download Added by ISS Conference Team at 4:30 PM - Sunday - September 20, 2020
Why_CollegeBound_529_now_by_Invesco_.PDF
Preview Download Added by ISS Conference Team at 4:30 PM - Sunday - September 20, 2020
Choices_Consequences_(1).pdf
Preview Download Added by ISS Conference Team at 4:32 PM - Sunday - September 20, 2020
Stable_Value_-_An_Investment_Solution_Worth_Knowing.pdf
Preview Download Added by ISS Conference Team at 4:32 PM - Sunday - September 20, 2020
SVvsMM-SVIA.pdf
Preview Download Added by ISS Conference Team at 4:32 PM - Sunday - September 20, 2020
Women_in_Investing__DCIO.pdf
Preview Download Added by ISS Conference Team at 4:33 PM - Sunday - September 20, 2020
Speaker_Bios_-_Day_4_-_Conservative_Investment_Strategies.pdf
Preview Download Added by ISS Conference Team at 5:32 PM - Sunday - September 20, 2020
529Conf2020_Thursday-1_Conservative_Investment_Strategies.pdf
Preview Download Added by Mary Kriegsfeld at 7:02 PM - Wednesday - September 23, 2020
529Conf2020_Thursday-1_Opening.pdf
Preview Download Added by Mary Kriegsfeld at 7:02 PM - Wednesday - September 23, 2020
529Conf2020-New_York_Life_Stable_Value_Data_Handout.pdf
Preview Download Added by Mary Kriegsfeld at 7:02 PM - Wednesday - September 23, 2020