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2025 Conference Registration-PDF

November 17, 2024

Invoice Number 1424

Regina Carmon
1462 Hazelwood Ter
Plainfield, New Jersey 07060

regina.carmon@tiaa.org
(732) 925-3153

Sr. Director, Relationship Manager
TIAA

Badge Name: Regina Carmon

Total Payment Due: $0.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1425

Nicole Ross
PO Box 181
Salem, New Jersey 08079

nicole@formanscholars.org
(267) 748-7916

Administrative /Accountant Assistant
Forman Action Foundation

Badge Name: Nicole Ross

Total Payment Due: $600.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1426

Jasmin McMillon
PO Box 181
Salem, New Jersey 08079

jasmin@formanscholars.org
(609) 694-2064

Scholarship Coordinator
Forman S. Acton Educational Foundation

Badge Name: Jasmin McMillon

Total Payment Due: $600.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1427

Deborah Smith
401 Lowell St
Reading, Massachusetts 01867

deborahsmith@jhancock.com
(617) 653-7972

Director
John Hancock

Badge Name: Deb Smith

Total Payment Due: $0.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1429

Tony Durkan
75 Marginal St
Marshfield, Massachusetts 02050

anthony.durkan@fmr.com
(774) 217-9693

Head of 529 Managing Directors
Fidelity Investments

Badge Name: Tony

Total Payment Due: $1,200.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1431

john hupalo
201 Washington St
Suite 2600
Boston, Massachusetts 02108

john@inviteeducation.com
(781) 264-1364

CEO
Invite Education

Badge Name: john

Total Payment Due: $1,200.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1432

Peter Mazareas
201 Washington St
Boston, Massachusetts 02108

peter@inviteeducation.com
(617) 512-0210

Founder
Invite Education

Badge Name: Peter

Total Payment Due: $1,080.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1433

Mary Nickeson
201 Washington St
Suite 2600
Boston, Massachusetts 02108

mary@inviteeducation.com
(617) 435-9500

SVP
Invite Education

Badge Name: Mary

Total Payment Due: $1,080.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1434

Marissa Rowe
1 North Capitol Avenue, Suite 900
Indianapolis, Indiana 46204

mrowe1@tos.in.gov
(317) 234-8500

Executive Director
Indiana Education Savings Authority

Badge Name: Marissa

Total Payment Due: $600.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1435

Jared Newman
100 Crosby Dr
Covington, Kentucky 41015

Jared.Newman@fmr.com
(513) 500-6659

Managing Director 529
Fidelity Investments

Badge Name: Jared Newman

Total Payment Due: $1,080.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1436

Cory Latham
3 Winding Rd.
3 Winding Rd.
Bedford, New Hampshire 03110

cory.latham@fmr.com
(603) 582-0167

Managing Director, 529
Fidelity Investments

Badge Name: Cory

Total Payment Due: $1,080.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1437

Lael Oldmixon
PO Box 755120
Fairbanks, Alaska 99775

lmoldmixon@alaska.edu
(907) 450-8115

Executive Director
Education Trust of Alaska

Badge Name: Lael

Total Payment Due: $1,080.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1438

Bonnie Carroll
PO Box 755120
Fairbanks, Alaska 99775

bccarroll@alaska.edu
(907) 978-8818

Director of Marketing
Education Trust of Alaska

Badge Name: Bonnie

Total Payment Due: $1,080.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1441

Kay Ceserani
80 University Ave, Westwood, MA
Westwood, Massachusetts 02090

kceserani@meketa.com
(503) 929-2879

Consultant
Meketa Investment Group

Badge Name: Kay Ceserani

Total Payment Due: $1,440.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1442

Dawn Hall
PO Box 83720
Boise, Idaho 83720

dhall@idsaves.idaho.gov
(208) 484-4906

Executive Director
IDeal Idaho College Savings Program

Badge Name: Dawn Hall

Total Payment Due: $600.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1443

Goldie Bishop
PO Box 83720
Boise, Idaho 83720

gbishop@idsaves.idaho.gov
(208) 332-2936

Project Manager
IDeal Idaho College Savings Program

Badge Name: Goldie Bishop

Total Payment Due: $540.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830

Invoice Number 1444

Edward Kaminski
30 Hudson St
22nd Floor
Jersey City, New Jersey 07302

edward_kaminski@nylim.com
(908) 347-1882

Corporate Vice President
New York Life Stable Value

Badge Name: Ed Kaminski

Total Payment Due: $0.00

 

Pay With Credit Card:


Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until cancelled.

Credit Card Information

Card Type:     ☐ MasterCard            ☐ VISA                       ☐ Discover                 ☐ AMEX

□ Other                                                                  

Cardholder Name (as shown on card):
Card Number:
Expiration  Date (mm/yy):
Cardholder ZIP Code (from credit card billing address):

 

I,                                                                                                   , authorize                                                                        to charge my credit card above for agreed upon purchases.
I understand that my information will be saved to file for future transactions on my account.

Customer Signature                                       Date

 

 


To Pay With Check, Mail To:

College Savings Foundation
1300 Piccard Drive, LL 14 Rockville, MD 20830