Required market intelligence for 529 & ABLE

Join us virtually at the 529 Conference!

November 2-4, 2021
Online Conference
Agenda

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529 ‘Essentials’ Seminar November 2, 2021
529 Conference November 3-4, 2021
ABLE Summit / November 4, 2021

The 529 Conference is the annual industry gathering with the entire 529 and ABLE ecosystem. Through a series of panels, presentations, workshops and networking opportunities, the conference drills down into the most significant trends, challenges and opportunities facing the industry today and includes critical conversation and debate surrounding the latest federal and state legislative developments, product enhancements, investment trends, marketing campaigns, distribution strategies, operational initiatives, consumer insights, and regulatory and compliance announcements.

Optional sessions are available in conjunction with the 529 Conference to offer attendees additional education and training opportunities. The pre-conference ‘Essentials Seminar’ provides an understanding of the granular fundamentals of 529 plans in light of a constantly evolving market including the recent federal legislative developments, and the post-conference ‘ABLE Summit’ deliver key market intelligence and presentations to support the successful implementation and growth of ABLE accounts.

Those that attend the conference include:

  • State agencies;
  • Treasury officials;
  • 529 product providers & distributors;
  • Broker/dealer gatekeepers;
  • Financial advisers;
  • 529 consultants;
  • ABLE administrators; 
  • Industry regulators; and
  • Technology innovators


Key Themes in 2021:

  • Discussion on legislative, product, marketing and distribution initiatives 529 and ABLE product providers and distributors can execute to add value in the direct, employer and intermediary channels.
  • Analysis of new industry trends such as the CARES Act, SECURE Act, COVID-19 impact, Tax Cuts & Jobs Act, Regulation Best Interest, ESG investment options, and potential legislation in the pipeline.
  • Expanded coverage of longer-term opportunities such as the employer channel, demographics and new target markets, technology enhancements, fee based advisory, and investment line-up enhancements in demand.
  • Review key drivers of 529 market participants and provide takeaways to help state agencies, product providers, distributors and broker-dealer home-office executives increase usage of 529 plans and education financial planning.
  • Coverage of 529 industry market sizing, advisor and consumer satisfaction levels, and enhancements in demand to understand what will drive and maximize industry growth over the long term.

Special Sessions

529 ‘Essentials’ Seminar (pre-conference session – November 2)
Whether you are new to 529 plans or a seasoned pro on education financial planning, this insightful seminar will drill down into the mechanics of 529 plans and provide you with a clear understanding of the ever-evolving landscape, tax, regulatory, governance, financial aid, investment and product implications driving the market today.

ABLE Deep-Dive Summit (post-conference session – November 4)
With the launch of ABLE accounts in 2016, we’re dedicating sessions to product training, networking and best practices on how firms are involved in the industry, and how firms can successfully drive growth from a consumer, product, marketing, distribution and outlook perspective.

Sponsorship Information:
Paul Curley, CFA
Director of 529 & ABLE Research
paul.curley@issmarketintelligence.com

General Information:
Paul Curley, CFA
Director of 529 & ABLE Research
paul.curley@issmarketintelligence.com