529 Conf: Chairman’s Welcome & Opening Remarks + 529 Primer & Landscape

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.

Chris Stack, Esq. Managing Consultant, SavingforCollege.com, is a nationally recognized 529 authority and experienced in educational finance. An attorney for over 25 years, licensed in New York & Pennsylvania, Chris has experience in finance, investments and law relating to tax-advantaged products, including Section 529, since it became federal law in 1996. As a partner at a major New York law firm, he advocated to his state clients the benefits of 529 programs and beginning in 1997 served as the principal or participating author for a number of states’ legislation establishing 529 programs. He assisted several states implement their 529 saving programs which now service over $15B in assets. He has been leading Savingforcollege.com LLC consulting and educational services since 2001. He is intimately familiar with the provisions of Section 529 itself, as well as the various state programs. Currently, Chris advises and consults with states and investment companies, and presents nationally to employers, financial advisors, accountants, attorneys and actual investors on 529 plans. Chris is a graduate of Fordham College and Fordham University School of Law, located in New York City. He has participated in 529 programs for his two boys since 1997.