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 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.