Paul Curley @PaulCurleyBC
Director of Savings Research where I oversee data, research, events, and thought leadership on 529 plans and ABLE accounts for institutional clients. 529conference.com Gladwyne, PA Joined July 2009-
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4/30/2024: Quick workout before @stablevalue #SVIASpringSeminar 2024 at @ConradOrlando.
4/29/2024: Traveling to @stablevalue #SVIASpringSeminar 2024 to present on "#529plans History and Opportunities: The Role of #StableValue" with Shalonda Harper Green, Jessica Cole and Michael Swink, CFA, CPA. Safe travels and see you in the House of Mouse (Orlando).
Thank you @lowermerionlibs for the opportunity to borrow and read "Jane Eyre" by Charlotte Bronte. #Gladwyne #Pennsylvania
Preparing for #SVIASpringSeminar by @stablevalue next week at @ConradOrlando, where I will participate as a panelist on the "#529plans History & Opportunities: The Role of #StableValue" session with @virginia529, @InvescoUS & @Transamerica & as a golfer. See you there!
It's here! The NH ABLE plan for people with disabilities at nh.savewithable.com @GovChrisSununu @NHDHHSPIO @NHSchools @StayWorkPlay @VisitNH @FamilySupportNH @GraniteStateIL @GSCANH @NHEdCommr
Great info from Paul Curley from ISS Market Intelligence! For clients in Minnesota, note that Minnesota does not recognize the 529 to Roth Conversion as a qualified distribution! Email your elected officials!!!!!! advisorperspectives.com/articles/2024/…
Nice to tie the Michigan Education Trust to the NFL Draft! michigan.gov/treasury/news/…
Thank you @lowermerionlibs for the opportunity to borrow and read this book on #retirement and #IRA planning.
4/17/2024: Another Day, another run. Cheers to creating a great day!
4/16/2024: Another day, another run. Cheers to creating a great day.
4/15/2024: Good luck today to the #BostonMarathon runners!
Thank you @lowermerionlibs for the opportunity to borrow and read this book. Cheers to creating a great day!
Happy Birthday to @bendgibbons of @Ohio529Plan. Thank you for all that you do for families in Ohio and across the US on education financial planning, financial literacy and #529plans. We appreciate all that you do, and cheers to creating a great day! Tags: #529Conference 2023
Thank you @lowermerionlibs for the opportunity to borrow and read "Going Infinite" by Michael Lewis.
#Earthquake 19 mi W of North Plainfield (New Jersey) 4 min ago (local time 10:23:19). Colored dots represent local shaking & damage level reported by eyeswitnesses. Share your experience via: 📱emsc-csem.org/lastquake/how_… 🌐m.emsc.eu/?id=1642877
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#SVIASpringSeminar 2024 kicks off with @stablevalue, and cheers to a great day!
4/29/2024: Traveling to @stablevalue #SVIASpringSeminar 2024 to present on "#529plans History and Opportunities: The Role of #StableValue" with Shalonda Harper Green, Jessica Cole and Michael Swink, CFA, CPA. Safe travels and see you in the House of Mouse (Orlando).
Today is your first day at a new job. No computer or desk ready. What do you do?
Preparing for #SVIASpringSeminar by @stablevalue next week at @ConradOrlando, where I will participate as a panelist on the "#529plans History & Opportunities: The Role of #StableValue" session with @virginia529, @InvescoUS & @Transamerica & as a golfer. See you there!
EPR Properties First Quarter 2024 Earnings Conference Call Scheduled for May 2, 2024 investors.eprkc.com/news-center/ne…
Day 24 🚨 Todays $10 investment went to $AGNC 💸 Total Invested $240 My Positions: $O 0.7639 $STAG 1.1102 $AGNC 4.2891 $ADC 0.5335 $MAIN 0.4239 $APLE 1.9104 $EPR 0.7346 Growing this snowball one day and $10 at a time #FinancialFreedom #PassiveIncome #Dividends
AGNC Investment (AGNC) - the second-largest residential mREIT - gained 2% today after reporting solid first-quarter results. $AGNC - which focuses on agency-backed RMBS - reported that its Book Value Per Share ("BVPS") rose 1.6% in Q1 to $8.84, as the impact of higher benchmark…
Morning sessions going well! Hearing about the US retirement system now at #SVIASpringSeminar
Horseback riding with @ING_US_Digital at the #SVIASpringSeminar!
Next up, we have @Msipper from @NewYorkLife. In this session, we’ll explore the state of DC retirement income solutions, what’s being offered and development from a variety of perspectives. #SVIASpringSeminar
Please join us after the break at 10:45 to discuss the balance of recordkeeping with a panel of experienced voices in stable value and retirement. This session will look at challenges involving stable value. Don't miss out on our last session of the day! #SVIASpringSeminar
Kicking off the second day of the #SVIASpringSeminar, we have Rob Austin, Vice President and Head of Research @AlightSolutions examining 40 years of DC evolution. Let's understand how and why retirement savings has grown into such a crucial element of financial wellbeing!
Curious about what the future of stable value looks? Tune in for an enlightening session on the economic outlook, challenges, and opportunities that stable value funds might be faced with. #SVIASpringSeminar
Not one but two panels in one conference? Our last session of the #SVIASpringSeminar brings together a diverse and experienced group of people to discuss their career journeys. Come and learn about the experiences, challenges and lessons throughout their careers!
That’s a wrap (pun intended)! Thank you for attending the #SVIASpringSeminar, safe travels and see you in the fall!
Thank you all for attending the #SVIASpringSeminar! We hope you have a great summer, and we'll see you in the fall!
Our president, Gina Mitchell, will offer closing remarks on the #SVIASpringSeminar.
The SVIA thanks you for coming to the #SVIASpringSeminar. Safe travels, and see you back in DC in the Fall!
JJ Milder and Jimmy Veneruso at Stable Value Investment Association Spring Seminar, Rancho Mirage, CA @stablevalue #SVIASpringSeminar
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