AllianceBernstein to Host 529 College Savings Plan Strategies

GoLocalProv Business Team

AllianceBernstein to Host 529 College Savings Plan Strategies

AllianceBernstein Investments will present two free one-credit continuing education presentations at the Providence Marriott on One Orms Street on May 28 and May 29.

The series is titled “Learning About 529 Strategies”.

AllianceBernstein Investments is the program manager of the Rhode Island 529 college savings plan, CollegeBoundfund.

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Read more about the CollegeBoundfund here

“Learning About 529 Strategies”

On May 28, the presentation scheduled is for Rhode Island financial advisors and certified financial planners and will offer a free CFP, CPE or IMCA credit.

The presentation scheduled for May 29 is for Rhode Island attorneys and certified professional planners and offers a free CLE or CPE credit.

Both events will include guest remarks from Morningstar Investment Management Director of Investment Retirement Solutions Jeremy Stempien and featured remarks from a representative of AllianceBernstein Investments.

Guest speakers will include Anne-Marie Fink, chief investment officer, Office of Rhode Island General Treasurer Gina Raimondo, and Gail Mance-Rios, acting executive director, Rhode Island Higher Education Assistance Authority (RIHEAA).

Networking Reception

Registration for the May 28 event is scheduled from 4:30 to 5 p.m. and the main presentation from 5 to 6:30 p.m. will include featured remarks from CollegeBoundfund Product Director Joe Powers. A networking reception will take place immediately following the presentation, concluding at 7:30 p.m.

Registration and breakfast for the May 29 event are scheduled from 7:30 to 8:15 a.m. and the main presentation from 8:15 to 10 a.m. will include featured remarks from AllianceBernstein Investments Senior Vice President and Senior Retirement Plan Counsel Dan Notto.

Attendees of both events will receive a complimentary copy of The Best Way to Save for College: A Complete Guide to 529 Plans by Joseph Hurley.

Those interested in attending either or both of the free presentations must register by May 23 as space is limited. To RSVP call 401-453-4748 or email [email protected] for the May 28 event or [email protected] for the May 29 event.


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