Uncovering the Most Effective Strategies for 529 Growth
529 'Essentials' Seminar / September 15, 2014
529 Conference / September 16-17, 2014
JW Marriott, Orlando
This past September 2013, we hosted the largest 529 Conference of the year. In 2014, the event is poised to be even bigger and better. At this highly interactive industry event, you’ll meet and network with the entire 529 ecosystem, including:
• State agencies
• Treasury officials
• 529 product providers
• Broker/Dealer gatekeepers
• Investment advisers
• Industry regulators
• 529 consultants
• Asset managers
Using a 360-degree perspective, the conference drills down into the most significant trends and challenges facing the industry today, including critical conversation and debate surrounding the latest product innovations, investment options, distribution strategies, marketing initiatives, consumer trends and much more.
Special Keynote Address
Mark Casady, Chairman of the Board and CEO, LPL Financial
Hear what the CEO of the nation's largest independent broker-dealer has to say about the importance of 529 plans in helping Americans achieve financial independence.
Interactive Roundtable Focused on Solving the Student Debt Crisis
Easing the Student Debt Crisis with a Holistic Approach
PBS Wealthtrack host, Consuelo Mack moderates this dynamic session exploring the unique partnership between 529s, Colleges and the Federal Government and their quest to find a solution to the exploding student debt burden plaguing the nation. Sponsored by Legg Mason.
Key Highlights of This Year’s Conference
• Insights from top broker/dealer gatekeepers;
• Innovative marketing and distribution strategies;
• Sizing the costs and benefits of omnibus;
• Defining an optimal fund lineup;
• Technology innovations emerging in the space; and
• Regulatory outlook for 529 plans.
Conveniently Located at the JW Marriott Orlando Grande Lakes
This year’s conference will again be hosted at the JW Marriott Orlando Grande Lakes where we have reserved hotel rooms at the low conference rate of $199 per night. Whether you choose to attend the 529 conference, the ‘Essentials’ seminar or both events, you are invited to join your peers at an opening night cocktail party on Monday September 15.