The Fourth Annual College Savings Plan Summit

Venue: New York City

Location: New York City, New York, United States

Event Date/Time: Jul 19, 2004 End Date/Time: Jul 20, 2004
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At our Fourth Annual College Savings Plan Summit you’ll be able to join the industry’s foremost experts to learn all about overcoming the regulatory and marketing obstacles that hinder growth in this market. Building upon our previous annual events, we’re once again tackling the questions that are affecting the industry that include:

--Has the current asset growth in the 529 market measured up to predictions?
--How do you compare investment results from program to program?
--What are the implications of recent legislative threats to 529 plans?
--Who will lose out and who will win when states replace program managers?
--What are the latest developments in distribution?

Boost your presence in the college savings plan marketplace by knowing the latest regulatory, marketing, distribution and investment issues
--Explore current growth opportunities in the college savings plan market
--Examine how proposed regulatory changes could affect 529 plans
--Hear a frank debate on state tax treatments
--Take a look at the issues that arise when a state changes program managers
--Know the latest on penetration into both the advisor and direct-sold channels
--Compare investment results and issues from program to program
--Hear the latest on prepaid plans