College Financial Planning: Creating Growth Through Collaboration

529 'Essentials' Seminar / September 12, 2016
529 Conference / September 13-14, 2016
ABLE Deep-Dive Afternoon Summit / September 14, 2016
JW Marriott, Orlando

This past September, we hosted the third annual 529 Conference. For 2016, the event is poised to be even bigger and better. At this highly interactive industry gathering, 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; and

• ABLE administrators;

• 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. 

Download the Mobile App: Search '529Conference' in the Apple App Store or the Android Marketplace!

 529app

Key Highlights of This Year’s Conference

• Training and development in the “529 Essentials Seminar”
• Legislative and regulatory update
• 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 the retail channel; and
• A special ABLE Deep-Dive Afternoon Summit.

Conveniently Located at the JW Marriott Orlando Grande Lakes

This year’s conference will again be hosted at the JW Marriott Orlando Grande Lakes in Orlando, Florida, where we have reserved hotel rooms at the low conference rate of $229 per night.

Special Sessions

 “529 Essentials Seminar” (pre-conference session – September 12)
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 14)
We’re dedicating an entire afternoon to the emerging requirements, challenges and opportunities surrounding the recent ABLE legislation. Join us for sessions focused on: 

  • Legal update and considerations in implementing ABLE; 
  • Investment, product, marketing and distribution outlook; 
  • State, product and user perspectives of offering and distributing ABLE; and 
  • Strategy: opportunities and challenges.

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

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