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CONFERENCES

Quarterly Teleconferences

These 50-minute teleconferences hosted by Joe Hurley are held on a quarterly basis and are free* to our Premium members. (Non-subscribing professional may also attend on a space-available basis.)

If you would like to attend the next teleconference please contact us and we will send instructions by email.

Upcoming 529 Pro Quarterly Teleconferences

Postponed
September 21 2006

4:10 PM EST Should the equity in a home be tapped to pay for college?
December 14 2006 4:10 PM EST Topic TBA
Past 529 Pro Quarterly Teleconferences
June 29 2006 4:10 PM EST Dealing with UTMAs under the new Kiddie Tax and financial aid rules. (transcript)
March 16 2006 4:10 PM EST Best Practices in Determining 529 Suitability.
Joe Hurley will be joined by Chris Stack Esq. to discuss 529-plan recommendations by financial advisors. We will also talk about our new Composite Performance Rankings of 529 Plans. (PowerPoints)
December 15 2005 4:10 PM EST Recap of Savingforcollege.com's 529 Technical Conference, and discussion of the new Quarterly 529 Plan Performance Rankings.
September 21 2005 4:10 PM EST How to Use the NASD 529 Expense Analyzer.
The purpose of this teleconference is to discuss the why's and how's of using the NASD calculator for suitability purposes. (transcript)
June 9 2005 4:10 PM EST Working with UTMAs -- Special guest Kaye Thomas, tax attorney and writer ( www.fairmark.com).
March 17 2005 4:10 PM EST How Much Is Too Much? Determine the right amount to put into a 529 plan. (transcript)

 

*You will incur toll charges from your normal long-distance providers.