Client Access
Related Links
Contact Tiburon
Attendee Access
Learn More About Tiburon CEO Summits
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Tiburon Research Release June 4, 2010
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Tiburon Research Release
An Initial Overview of the 529 Plans Industry:
The New College Savings Vehicle
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The purpose of this report is to provide readers with an initial understanding of the growing 529 plans market, as well as two related markets - Coverdell Educational Savings Accounts & custodial accounts. 529 plans have the potential to become to college savings what 401K plans have become to retirement savings. This report seeks to summarize the leading plan sponsors and providers, as well as make predictions for the market at large. This is the second draft of Tiburon’s research on this topic.
Tiburon's first draft of this report was published earlier in 2010; that draft consolidated prior Tiburon research into one report.
This is Tiburon’s second draft of this report; this draft established a key driving factors chapter that will be utilized to review rising college costs, fleshes out the market history of 529 plans, tightens Tiburon’s definition of the college savings market, estimates the market’s size across numerous measures, establishes a chapter to rank the leading 529 plan sponsors & managers, and establishes an appendix to profile 529 plan sponsors & managers... More
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Client Access
Tiburon 2010 Research Report Access Program subscribers may click on any of the icons below to access any part of this research report.
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Public Access
Please click on the Table of Contents icon below to see more detail of this research report.
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Media Access
Members of the media who would like further access to the components of this research report may click on the icon below or send an email to Sarah Sage.
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Tiburon Research Report News
Tiburon releases one new research report each week. Click on the links below to learn more about recently released Tiburon research reports... More
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Recent Tiburon CEO Summit Release
Tiburon CEO Summit XIX Meeting Agenda
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Tiburon hosts unique semi-annual CEO Summits for its executive-level clients. Tiburon CEO Summit XIX will be held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA; please click here to review the tentative meeting agenda for this upcoming Tiburon CEO Summit.
Tiburon CEO Summit XIX will officially start at 7:45am on Wednesday, October 6, 2010 at the Ritz Carlton Hotel in San Francisco, CA include a group dinner that night at a water front restaurant in Tiburon, CA and finish at 3:00pm on Thursday, October 7, 2010.
Planned sessions include:
- Several fantastic social events to allow premium direct networking opportunities for financial services industry CEOs
- The second annual Tiburon CEO Summit Award presentations, given to outstanding leaders in two central Tiburon themes, including maintaining a focus on consumer needs & challenging conventional wisdom
- A general session opening keynote presentation by Tiburon's Managing Principal Chip Roame regarding the state of the financial services industry... click here to learn more
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Tiburon CEO Summits News
Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the banking, brokerage, investments, insurance, advice, & wealth management businesses. Tiburon's CEO Summits likely provide the only true forum where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.
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Upcoming
CEO Summit XIX
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Prior
CEO Summits
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Attendees of past CEO Summits (I-XVIII) may email Sarah Sage or call 415-789-2540 to inquire about access to past CEO Summit presentations, joining the upcoming Tiburon CEO Summit XIX attendee group, or learning about initiatives for upcoming CEO Summits.
If you have not attended a past Tiburon CEO Summit and would like to know if your firm is a Tiburon client and whether you are eligible to attend, please click here. If your firm is not already a Tiburon client and you would like to earn your senior executives invitations to the upcoming Tiburon CEO Summit XIX, please click here.
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