College Financial Planning: Creating Growth Through Collaboration

529 'Essentials' Seminar / September 11, 2017
529 Conference / September 11-13, 2017
ABLE Deep-Dive Afternoon Summit / September 13, 2017
JW Marriott, Orlando

The 529 Conference is highly interactive industry gathering where you’ll meet and network with the entire 529 ecosystem, including:

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

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 product innovations, investment options, distribution strategies, marketing initiatives, consumer trends and much more. 



Special Sessions

 “529 Essentials Seminar” (pre-conference session – September 11)
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 college savings plans and provide you with a clear understanding of the ever-evolving tax, regulatory, financial aid, investment and structural implications driving the market today.

ABLE Deep-Dive Afternoon Summit (post-conference session– September 13)
We’re dedicating an entire afternoon to the emerging requirements, challenges and opportunities surrounding the recent ABLE legislation.

Sponsorship Information:

Austin Ulep
617-913-0571
austin.ulep@strategic-i.com

General Information:

Carol Popkins
203-595-3282
carol.popkins@strategic-i.com