Paul Curley
17:18
Hello everyone. Looking forward to today and tomorrow's sessions!
Luke Minor, WA529
17:31
Hi Paul! Glad to have you here!
Chris Hunter
24:41
Recordings and slide decks will be available for download at this webpage: https://www.collegesavings.org/2022-virtual-cspn-prepaid-tuition-plan-mini-conference/
Meghan Marek
27:49
I lost Luke.
Chris Hunter
40:47
The data sheet Alisa referenced earlier can be found here: https://www.collegesavings.org/wp-content/uploads/2022/02/FINAL-CSPN-Mini-Con-Prepaid-One-Pager-Data-updated-2021.pdf
John Mitchell, IL State Treasurer
43:43
Are prepaids generally open only to residents of the state offering the plan?
Jackie Ferrado, WA529
44:03
Not sure if this myth was shared, but I've had some people comment to me that they didn't think someone could save in both a prepaid and a traditional 529 savings plan
Mary Nickeson
44:57
It seems like just one or two prepaid plans can be used for room & board in addition to tuition & fees. Any background on that?
Rachel Biar NEST529/Enable
45:08
Some think they have to contribute a lot more in prepaids vs. no minimums for savings plans. How do you address that concern?
John Mitchell, IL State Treasurer
49:17
Can you share some of the governance models for prepaid plans? Who tends to administer prepaid plans?
Mary Morris
01:05:15
I LOVE hearing the history…..I know a lot (because I’ve been around a long time :) ) but always learn something!!
David Lawhorn
01:26:21
Does the 2-yr college data take into account many community colleges moving to offering / become a 4-yr school from 2010-2018?
Linda Fernandez - TX 529s and ABLE
01:36:27
Great information, Dave!
Mary Morris
01:47:22
I am always jealous…..the language is in NC Constitution!
Mary Morris
02:00:56
Right…would not have 529 without prepaid programs
Luke Minor, WA529
02:01:24
indeed!
Mary Morris
02:01:32
Tom - can you explain a bit more about how different your prepaid program is, using bonds? I always forget exactly how it works!
Mary Morris
02:07:18
Any time! 😀
Paul Curley
02:07:37
Thank you. Great session!
Rachel Biar NEST529/Enable
02:07:40
Great information - thank you to all of the panelists.
Jackie Ferrado, WA529
02:09:47
Thanks so much
Michelle Winner, MD529
02:10:05
Thank you!
Mary Morris
02:45:20
My question was to this panel - do you opine with clients on what to do with any surplus? Over and above returning or sweetening the pot for customers. Most states consider them trust funds. Dan mentioned clients with pressure for other uses, for e.g….Query, what to do?
Mary Morris
02:54:32
That definitely goes to say states were not over charging or doing anything wrong in pricing - how do you predict the change from middle decade to most recent decade on both sides of the equation
Mary Morris
03:10:18
No pressure….but this is a big issue for us
Paul Curley
03:14:52
Thank you for your time and insight, and much appreciated! Always fun to learn the detail!
Carolyn Bishop (she/her), Virginia529
03:15:04
that was an excellent session - thank you!
Vivian Shields - Virginia529
03:15:24
Great discussion! Thank you all.
Soohyang Lee
03:15:26
Loved the discussion. Thank you!
Mary Morris
03:15:43
Great panel - thanks to all of you. But Alan - AK is your favorite?! 😉
Jackie Ferrado, WA529
03:15:43
Thanks so much for this conversation.
Benito Navarro-CPA-Prepaid Higher Education Tuition Board
03:16:00
Thank you!
Rodger WA529
03:16:10
Thank you! Great first day.
Robin Lott, Michigan Treasury, OPFP
03:16:14
Great discussion! Thanks!
Paul Wood, GRS
03:16:44
Thanks to everyone for attending!
Chris McGee - Virginia529
03:16:55
Thank you for the discussion!