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Blog — September 2013

9/12/2013 at 10:23am

I am just back from an annual "529 Conference."  It was 2 1/2 days of back-to-back sessions covering "529 Plan Essentials," including marketing, distribution, investments and more.  It was great to hear from industry experts like Joe Hurley (, Andrea Feirstein (AKF Consulting) and Paul Curley (Asset International.) Most importantly, as I listened to dozens of plan sponsors and managers, I was reminded of how many great options there are for families to plan and save for college.  529 plans offer tax advantages, account owner control, estate planning and flexibility for

9/5/2013 at 11:40am

Thank you to Graceland University, Harvey Mudd College, Wake Forest University and Wheaton College as the newest member school profiles at, a website offering tools and guidance to help American families achieve their college savings and planning goals. Enjoy these wonderful profiles provided by our member schools.

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