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 • 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. 

Special Keynote Address

Mark Casady

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

Consuelo Mack   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.

Featuring a special pre-conference learning session on September 15th

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: Mike Garity

General Information: Carol Popkins