Newsletters

February 5, 2026

Special Sessions

529 ‘Essentials’ Seminar
(pre-conference session – September 23)

Whether you are new to the education savings market or a seasoned pro, this hands-on, 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, investment, structural and financial aid implications driving the market today.

Sponsorship and General Information

Paul Curley, CFA

Executive Director
529 & ABLE Solutions,
ISS Market Intelligence
paul.curley@issmarketintelligence.com