Event Details

Speaker: (Peter S. Anderson, Senior Product Manager - Columbia Threadneedle Investments)

Peter S. Anderson is a Senior Product Manager of 529 product management and subject-matter expert for IRC Section 529 products at Columbia Threadneedle Investments.  In this role, he is responsible for product management, development and oversight, as well as sales and marketing support for the Future Scholar 529 Advisor-sold, and Direct-sold plans. He joined Columbia Threadneedle Investments in 2024 and has been working in the financial services community since 2006. Peter is a licensed attorney in the state of Minnesota (inactive). Peter received his J.D. from Mitchell Hamline College of Law in St. Paul, Minnesota and his B.A. in Business Management from the University of St. Thomas in St. Paul, Minnesota. He holds the Series 7, 9, 10, 24, 53, and 66 licenses with FINRA.

Future Scholar 529 is a tax-advantaged college savings plan that helps families save for their children’s education, whether that be at an in-state, out-of-state, public, or private school.  Savings can be used at universities, community colleges, trade schools, apprenticeship programs, graduate schools, and to pay for K-12 tuition.