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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 |
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Postponed |
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 |
| 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.


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