Financial Planning Association of the East Bay
PO Box 948
Clayton, CA 94517
O: 925.778.1165  /  F: 925.778.1163 
  E:   /  W:


Wednesday August 5th, 2015 from 7:15 AM to 9:15 AM PDT
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Round Hill Country Club (Vista Room South) 
3169 Roundhill Road
Alamo, CA 94507

Driving Directions 

 Program is Sponsored by: 


MFS Investment Management

Grant Martin - - (602) 322-8007

Looking to Contact One of Our Valued Partners??? Please visit our sponsor page located on our Chapter Website at



FPA East Bay Breakfast Meeting 8/5/15 

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...

Wealth Management Strategies - Maximizing the Value of 529 Plans in 2015

Presented By: Chris Stack, Esq.,
Managing Consultant, LLC

While 529 plans have been designed to allow families to save and invest for college, there are many features that participants may benefit from in ways most are unaware of. This presentation “turns the page” on 529s to explore their numerous benefits and the mechanics of how to maximize their value. Income tax, gift & estate tax, creditor protection, beneficiary flexibility and other features will be discussed. It will present how the clients can get these numerous benefits for the cost of a mutual fund. The presentation will conclude with a question & answer opportunity.


About Our Speaker

Chris Stack, Esq. Managing Consultant,, is a nationally recognized 529 authority and experienced in education & finance. He has been an attorney in good standing for over 25 years, licensed in New York & Pennsylvania, with experience in finance, investments and law relating to tax-advantaged products, including Section 529, since it became federal law in 1996. As a partner at a major New York law firm, Chris advocated to his state clients the benefits of 529 programs and beginning in 1997 served as the principal or participating author for a number of states’ legislation establishing 529 programs. He assisted several states implement their 529 saving programs which now service over $15B in assets.

He has been leading LLC consulting and educational services since 2001. He is intimately familiar with the provisions of Section 529 itself, as well as the various state programs. Currently, Chris advises and consults with states and investment companies, and presents nationally to employers, financial advisors, accountants, attorneys and actual investors on 529 plans. Chris is a graduate of Fordham College and Fordham University School of Law, located in New York City. He has participated in 529 programs for his two boys since 1997.


Wednesday, August 5, 2015

7:15am -9:00am  

Advanced Pricing: $35 FPA Members, $50 Non-Members, CFP Students $20

At-The-Door Pricing (After 8/3/15): $45 FPA Members, $60 Non-Members, CFP Students $30

Advance prices in effect through 2:00 P.M., Monday, August 3, 2015