College Financial Planning: Creating Growth Through Collaboration

529 'Essentials' Seminar / September 11, 2017
529 Conference / September 12-13, 2017
ABLE Deep-Dive Afternoon Summit / September 13, 2017
JW Marriott, 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.



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 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 – September 13)
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
617-913-0571
austin.ulep@strategic-i.com

General Information:

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