529 Conf: Financial Aid - Lifecycle of Planning, Saving & Paying for College

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.

Stacey MacPhetres has spent her career working in education finance. Her background includes college financial aid and enrollment management administration at Emerson College, Elms College and Mt. Holyoke College. In addition, she spent more than a decade working as a vice president in education finance at JPMorgan Chase, where she was responsible for managing loans for both federal and private loan portfolios. She joined Bright College Coach seven years ago where she is responsible for managing a team of education finance professionals who provide clients with guidance regarding saving and paying for college, personal finance and financial literacy and is she is an expert in student loan repayment. Stacey holds a bachelor’s degree in political science from Marist College and a master’s degree in political communication and marketing from Emerson College.