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529 Conf: Chairman’s Welcome and Opening Remarks + ABLE Essentials Product Training Seminar

September 25, 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
General Counsel, Vice Chair
Chris McGee serves as Virginia529 General Counsel and head of its Policy Division. Chris joined Virginia529 in July 2008 as Deputy General Counsel.

Prior to joining Virginia 529, Chris was in private practice for 14 years with a focus on commercial litigation and commercial transactions and served in the Office of the Attorney General. He is a graduate of the University of Richmond School of Law where he was the Executive Editor of the University of Richmond Law Review.

Before attending law school, Chris was an Associate Vice President at Sovran Investment Corporation. He was also selected for and completed Sovran Bank’s commercial lending program, a full-time, year long program with an emphasis on quantitative analysis, credit policies, and loan structuring.

He regularly serves as a speaker, moderator, and panelist at national legal, 529, and ABLE industry conferences and has co-authored articles on both 529 and ABLE issues. Chris currently serves as the vice-chair of the College Savings Foundation.
Webinar hosting presenter
Assoiciate General Counsel
G. Alisa Ferguson
Associate General Counsel
Virginia529

Alisa Ferguson serves as Virginia529’s Associate General Counsel. In that role, she provides legal support to the Plan’s Board of Directors, CEO, General Counsel and the Plan’s staff for all Virginia529 college savings programs as well as the Plan’s ABLE savings program. She joined Virginia529 in 2011.

Prior to joining Virginia529, Alisa worked in private practice for 3 years as a trusts and estate attorney. She focused her practice in the areas of estate planning, special needs planning, and estate and trust administration.

Alisa graduated with honors from the University of Richmond School of Law. Alisa received her B.S. in Psychology with a minor in Criminal Justice from James Madison University. She is a member of the Virginia Bar Association, the Metro Richmond Women’s Bar Association, the American Bar Association, and the Estate Planning Council of Richmond. Alisa also serves on the Board of Directors for Medical Home Plus and the Women for Madison Executive Advisory Council for James Madison University.
Documents
Speaker_Bios_-_Day_5_-_ABLE_Essentials_Product_Training_Seminar.pdf
Preview Download Added by ISS Conference Team at 5:38 PM - Sunday - September 20, 2020
529Conf2020_ABLE_Friday-1_Essentials_Product_Training.pdf
Preview Download Added by Mary Kriegsfeld at 12:55 AM - Friday - September 25, 2020
529Conf2020_ABLE_Friday-1_Welcome.pdf
Preview Download Added by Mary Kriegsfeld at 12:55 AM - Friday - September 25, 2020