Academic Research Presentations (JFP/AFS), Part 3

Level of Complexity: Overview

Author(s)

• 

  Michael Leung

  Behavioral Product Manager
  Morningstar, Inc.
• 

  Derek Tharp, PhD, CFP, CLU

  Assistant Professor of Finance
  University of Southern Maine
• 

  Greg Geisler, PhD, CPA

  Clinical Professor of Accounting
  Indiana University-Bloomington

New Lessons About 529s What’s Left on the Table; Authors: Steve Wendel, Michael Leung
The Gender Pay Gap Among Financial Planners; Authors: Derek Tharp, Meghaan Lurtz, Katherine S. Mielitz, Michael Kitces, D. Allen Ammerman
Tax Savings for a Charitable Taxpayer; Author: Greg Geisler

Learning Objectives:

• (For Overview level of complexity) Describe the landscape of 529 College Saving Plans
• (For Intermediate level of complexity) Explain or recall the various obstacles families face when they are looking to save or invest for their children's college education
• (For Advanced level of complexity) Recognize various means to communicate the value of 529 College Saving Plans to clients