A 2021 roundtable on the positive impact of 529 plans

MAKING A PLAN FOR THE COST OF COLLEGE

Host and moderator Brandon Copeland – NFL® linebacker, Kiplinger contributing editor, part-time professor of personal finance at University of Pennsylvania, and parent of a two-year-old – will share insight into connecting with parents and motivating them to take early action to fund their child’s future education.

THE IMPACT OF HIGHER EDUCATION ON FAMILY WEALTH AND COMMUNITIES

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Keynote speaker Ray Boshara – senior advisor for the Institute for Economic Equity at the Federal Reserve Bank of St. Louis – is a passionate advocate for helping Americans improve their economic well-being through advanced education. In this 1:1 conversation with host Brandon Copeland, Ray will offer insight into the role of education on future earnings and wealth. He will discuss innovations in 529 education savings plans that could increase access for more families, and will examine how financial systems can encourage low-wealth and underrepresented investors.

PANEL DISCUSSION: THE VALUE OF 529 SAVINGS PLANS TO FAMILIES AT ALL INCOME LEVELS

Moderator Brandon Copeland and keynote speaker Ray Boshara will join other panel presenters to discuss the societal benefit of increasing access to educational opportunities. The panel will explore the saving and investing challenges facing American families today, and consider the role of financial professionals in families’ financial lives – including the advantages of 529s as savings and investment vehicles to families, communities and society.

Speaker Bios

Brandon Copeland

Atlanta Falcons® linebacker and 9-year NFL® veteran
Contributing editor for Kiplinger.com
Graduate of the University of Pennsylvania Wharton School of Business where he serves as a part-time professor of a "Life 101" personal finance course
Member of CNBC’s Financial Wellness Council
Named to the 2021 Forbes “30 Under 30” list
2020 Alan Page Community Service Award® winner for extraordinary dedication to service, social justice, and equality
Co-Founder of Beyond the Basics, Inc., a 501(c)(3) organization dedicated to empowering young individuals to maximize their potential
Successful real estate developer

Ray Boshara

Senior advisor for the Institute for Economic Equity at the Federal Reserve Bank of St. Louis
Senior fellow in the Financial Security Program at The Aspen Institute
Previously, vice president of the New America think tank, policy director at CFED (Prosperity Now), member of the domestic policy staff for the US House Select Committee on Hunger
Advisor to several presidential candidates and administrations
Published in The Washington Post, The New York Times, The Atlantic and the St. Louis Post-Dispatch
Co-author of “The Next Progressive Era”
Graduate of The Ohio State University, Yale Divinity School and the John F. Kennedy School of Government at Harvard

Shawn McLaughlin, AIF®

Founded McLaughlin Ryder Investments in 2003
Served as Chairman of the Board of Trustees of the Virginia College Savings Plan, 2010-2017
Accredited Investment Fiduciary™ (AIF®) designation
Series 7, 9, 10, 24, 63 and 65 industry registrations
Virginia Life, Health and Variable Life annuity insurance licenses
Earned B.S. in Business Administration from Georgetown

Nearly 40 years of investment experience helping individuals, businesses and associations achieve their investment goals through careful and thorough financial planning.

Kiersten & Julien Saunders