College Financial Planning: Creating Growth Through Collaboration

529 'Essentials' Seminar / October 16, 2017
529 Conference / October 17-18, 2017
ABLE Deep-Dive Afternoon Summit / October 18, 2017
Ritz Carlton, Orlando Grande Lakes

The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 ecosystem. Using a 360-degree perspective, the conference drills down into the most significant trends and challenges facing the industry today and includes critical conversation and debate surrounding the latest legislative developments, product innovations, investment options, distribution strategies, marketing initiatives, consumer trends, regulatory announcements and much more.

Optional sessions are available in conjunction with the 529 Conference to offer attendees additional education and training. The pre-conference ‘Essentials Seminar’ provides an understanding of the granular details of 529 plans in a constantly evolving market, and the post-conference ‘ABLE Session’ gives advice and insight into successfully implementing ABLE accounts.

Those that attend the conference include:

• Broker/dealer (B/D) gatekeepers;
• Treasury officials;
• 529 product providers;
• 529 consultants;
• State agencies;
• Investment advisers;
• ABLE administrators; and
• Industry regulators.


Hurricane Irma Update: With Hurricane Irma's storm path within reach of the state of Florida, our number one priority is to ensure the safety of our attendees, speakers, and sponsors. After careful consideration, we have decided to proceed with the postponement of the 529 Conference.


The new dates for the conference are Monday, October 16 - Wednesday, October 18 at the Ritz Carlton, Grande Lakes Orlando. Updates to the agenda will be made once we confirm all speaker availability. We apologize for any inconvenience this storm has caused you and your plans for next week. We truly hope you can continue to support the event and join us next month on these new dates.

Special Sessions

 “529 Essentials Seminar” (pre-conference session – October 16)
Whether you are new to the college financial planning market or a seasoned pro, this insightful full-day seminar will drill down into the mechanics of 529 plans and provide you with a clear understanding of the ever-evolving tax, regulatory, governance, financial aid, investment and operational implications driving the market today.

ABLE Deep-Dive Afternoon Summit (post-conference session – October 18)
With the launch of ABLE accounts in 2016, we’re dedicating an entire afternoon to product training, news and trends on how firms are involved in the industry, and how firms can successfully participate in the industry from a consumer, product, marketing, distribution and outlook perspective.

Sponsorship Information:

Austin Ulep

General Information:

Carol Popkins