Financial Guru Winnie Sun to Speak at the Third-Annual 529 Conference

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Uncovering the Most Effective Strategies for College Financial Planning Growth.

“As a financial advisor and mother of three, the 529 College Savings community to me, is the “heart” of the financial planning industry." says Winne Sun Managing Director and Founding Partner of Sun Group Wealth Partners.

There is a crisis in the U.S. It not only affects us, but the well-being of generations to come. In today’s global economy, getting a job and sustaining a household without a college degree is extremely difficult. There is a “Perfect Storm” effect, though, of swelling education debt coupled with rapidly contracting government aid for education. Many American families can potentially face financial ruin because they choose to educate themselves and their children beyond high school. Others forgo college, because of the staggering costs and shut out most meaningful and lucrative job opportunities.

Whether you are new to the college savings market or a seasoned pro, this insightful full-day seminar will drill down into the mechanics of 529 plans and provide you with a clear understanding of the ever-evolving tax, regulatory, investment and structural implications driving the market today.

At this highly interactive industry event, you’ll meet and network with the entire 529 ecosystem, including:

  • State agencies                    • Investment advisers
  • Treasury officials                    • Industry regulators
  • 529 product providers            • 529 consultants
  • Broker/Dealer gatekeepers    • Asset managers

Winnie is Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted independent wealth management firm providing financial planning services to television, movie, tech, business owners, senior executives and established families throughout the West Coast. Her expertise and knowledge of the 529 plans will be an invaluable resource at this year’s conference.

“As a financial advisor and mother of three, the 529 College Savings community to me, is the “heart” of the financial planning industry. It’s invigorating to be in the presence of the leaders of this space, pushing to offer our children and employers a better way to offset college costs. We discuss and debate on measures that make a direct impact on children’s future. This is my second year being asked to speak on behalf of advisors nationwide, and it’s an honor and gift.” Winnie Says.

That focus, along with her dedication to holistic wealth management—customizing plans not merely for the individual—but often for the generations that follow, was her inspiration for founding the Campaign for Next Generation Employees. The Campaign’s mission is to encourage our nation’s largest employers, namely the Fortune 500 companies, to fulfill their social responsibilities to helping to educate the next generation of Americans for gainful employment and offer corporate sponsored 529 plans for their employees.

“529 plans are an investment vehicle that allows investors the ability to proactively save for higher education in an efficient way in terms of tax, financial aid and estate planning. The goal of the 529 Conference 2015 is to uncover the most effective strategies for college financial planning growth. Winnie Sun is a leader in the movement towards Corporate 529s as the founder of Campaign for next Generation Employees and as an exemplary wealth manager to other advisors. Based on Winnie’s boots on the ground experience with plan sponsors and employees, and experience in getting past hurdles as highlighted in her Renegade Millionaire Show, we appreciate Winnie’s leadership, collaboration and insight as a key pillar to the college financial planning industry.” Says Paul Curley, CFA, Director of College Savings Research, Strategic Insight, an Asset International Company.

Key Highlights of This Year’s Conference:

  • Training and development in ‘529 Essentials Seminar’
  • Positioning for ABLE’s Next Steps
  • Insights from top broker/dealer gatekeepers;
  • Innovative marketing and employer strategies;
  • Omnibus pros and cons for business and operations;
  • Ranking and creating optimal fund lineups;
  • Emerging technology in retail channel; and
  • Legislative and regulatory Outlook.

Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted financial consulting firm that serves small business owners, senior executives, celebrities, and established families throughout the West Coast.

Sun has more than 15 years of experience in the financial services industry, having served as First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Prior to entering the financial planning industry, Sun owned and operated CH Entertainment in Los Angeles, California. A leading television audience production company, the firm’s clients ranged from America’s Funniest Home Videos to Wheel of Fortune.

A sought-after speaker at national industry events Sun is often quoted in many of the nation’s top business publications, including The Wall Street Journal, CNBC, NY Times, Yahoo! Finance, and USA Today, among others. She is also a regular contributor to Forbes, and she appears on CNBC’s live Closing Bell and Huffington Post Live. Most recently Sun was tapped to host TuneIn Radio’s new show Renegade Millionaire and is a financial contributor for

About Sun Group Wealth Partners
Sun Group Wealth Partners is a full-service wealth management firm located in Irvine, California. With more than 25 years of collective advisory experience, Sun Group Wealth Partners serves business executives of Fortune 500 companies, Hollywood elite and non-profit organizations throughout the West Coast and beyond. Offering a wide range of services from investment management to charitable giving, the exemplary team manages client assets with innovation and customization.

Media Inquires may contact Robyn Stevens 856-298-9820 prmedia(at)live(dot)com

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