WEDNESDAY, SEPTEMBER 1, 2021
REGISTER
Mary Morris, CEO, Virginia529 - Mary G. Morris is the Chief Executive Officer of Virginia529, the largest tax-advantaged education savings program in the country with its direct Invest529 and advisor CollegeAmerica programs; Virginia529 launched tax-advantaged disability savings program ABLEnow in 2016 and ABLEAmerica in 2018. She directs and manages the operations, resources, and investments of Virginia529 and is involved in state and federal legislative and governance issues relating to the 529 and ABLE industries. Mary is a lawyer and spent many years in private practice specializing in tax, public finance and securities matters. In the public sector, earlier in her career she served as a Virginia Senior Assistant Attorney General for Tax and Finance and later served a term as the Treasurer of Virginia.
Mary earned her Juris Doctor and Master of Law and Taxation from the Marshall-Wythe School of Law at the College of William and Mary. She is active in both national 529 organizations, the College Savings Foundation, where she is a former Board Chairman and member of the Media Committee, and the College Savings Plans Network where she serves as Chairman of the Federal Initiatives Committee, a member of the Board and a member of the National Association of State Treasurers Legislative Committee. Mary is a member of the board of the Virginia Council on Economic Education (VCEE) and a former member of the board of Junior Achievement of Central Virginia (JACV). She is a member of the Institutional Limited Partners Association (ILPA) and the Virginia State Bar. Mary is a frequent national speaker on education savings, the future of higher education and workforce training and disability savings.
1 CFP CE credit