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About This Webinar
At Ascensus, we deliver technology and expertise to help more than 12 million people save for the future. In this video, we share proprietary data and insights that highlight how individuals are leveraging 529 plans to save for the education of their beneficiaries’ dreams.
Categories:
BUSINESS & FINANCE
When:
Sunday, December 22, 2024 · 6:52 a.m. · Eastern Time (US & Canada)
Language:
English
Who can attend? Anyone with the event link can attend
Dial-in available?
(listen only): Yes
Dial-in Number: Registration is full. If you have already registered, please log in or use the link from your registration confirmation email.
Featured Presenters
Vice President of Business Development
Chris is currently responsible for all aspects of 529 plan business development from proposal generation through new client onboarding. Before his current role Chris managed the client relationships for a number of 529 programs and oversaw complex plan conversions. Chris also managed a team of seventeen field representatives responsible for community outreach and plan growth. Chris has 25 years of financial services experience. Chris holds a B.S. in Business from the University of Maine and is Series 7 & 63 licensed.
