Paul Curley, CFA
14 SlideShares
Personal Information
Organization / Workplace
Greater Boston Area United States
Occupation
Director of College Savings Research
Industry
Finance / Banking / Insurance
About
Paul Curley, CFA, is Director of College Savings Research at Strategic Insight, 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.
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529plans college financial planning 529 college savings 529plan strategic insight paul curley legislative update legislative 529 plan able accounts 529 dash 529s icigmm gmm ici gmm ici college college savings foundation college fund survey financial adviser fafsa able curley 529 plans financial freedom student loans market research request for information press release stable accounts adviser investing estate planning investment financial services accounting newsletter rhode island hr529 cfa
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Presentations

(2)

529 101 Overview & Top-5 529 Myths Presentation

8 years ago • 547 Views

Top-10 Trends Driving 529 Participation Today

8 years ago • 405 Views

Documents

(12)
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I1099qa -dft

8 years ago • 187 Views

Able tax draft instructions

8 years ago • 208 Views

529 Dash #39 - 7.6.15

8 years ago • 228 Views

Able estimated participation

8 years ago • 172 Views

2015 Missouri MOST Program Management Services RFP

8 years ago • 353 Views

Rhode Island RFP 2015 for 529 Program Management

8 years ago • 501 Views

529 Distribution Analysis 2015

8 years ago • 325 Views

College Savings Foundation Youth Survey Executive Summary

7 years ago • 251 Views

Alabama ABLE Request for Information - July 1, 2016

7 years ago • 227 Views

529 Distribution Analysis 2016 - Fact Sheet

7 years ago • 182 Views

College Savings Foundation February 2017 Press Release

6 years ago • 113 Views

CSF 2020 Parents Survey 2020 Press Release

3 years ago • 139 Views

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(4)
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529 Distribution Analysis 2016 - Fact Sheet

Paul Curley, CFA • 7 years ago

529 Distribution Analysis 2015

Paul Curley, CFA • 8 years ago

Top-10 Trends Driving 529 Participation Today

Paul Curley, CFA • 8 years ago

529 101 Overview & Top-5 529 Myths Presentation

Paul Curley, CFA • 8 years ago
Personal Information
Organization / Workplace
Greater Boston Area United States
Occupation
Director of College Savings Research
Industry
Finance / Banking / Insurance
About
Paul Curley, CFA, is Director of College Savings Research at Strategic Insight, 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.
Tags
529plans college financial planning 529 college savings 529plan strategic insight paul curley legislative update legislative 529 plan able accounts 529 dash 529s icigmm gmm ici gmm ici college college savings foundation college fund survey financial adviser fafsa able curley 529 plans financial freedom student loans market research request for information press release stable accounts adviser investing estate planning investment financial services accounting newsletter rhode island hr529 cfa
See more