Uncovering the Most Effective Strategies for College Financial Planning Growth

529 'Essentials' Seminar / September 28, 2015
529 Conference / September 29-30, 2015
JW Marriott, Orlando

This past September 2014, we hosted the second-annual 529 Conference. In 2015, 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 • Investment advisers
• Treasury officials • Industry regulators
• 529 product providers • 529 consultants
• Broker/Dealer gatekeepers • 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. 

Key Highlights of This Year’s Conference

• Training and development in ‘529 Essentials Seminar’
• Positioning for ABLE’s Next Steps
• Insights from top broker/dealer gatekeepers;
• Innovative marketing and employer strategies;
• Omnibus pros and cons for business and operations;
• Ranking and creating optimal fund lineups;
• Emerging technology in retail channel; and
• Legislative and regulatory Outlook.

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 $219 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 28.

Featuring a special pre-conference learning session on September 28th

529 ‘Essentials’ Seminar

Whether you are new to the college savings 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, investment and structural implications driving the market today.

Sponsorship Information: Austin Ulep

General Information: Carol Popkins