Join us at 529 Conference 2026!

September 23 – 25, 2026
JW Marriott Nashville, Tennessee, USA

529 ‘Essentials’ Seminar September 23, 2026
529 Conference / September 24 – 25, 2026

The 529 Conference is the ‘must-attend’ annual industry gathering with the entire 529 and ABLE ecosystem. Through panels, presentations, workshops, and expanded networking, the event explores the most significant trends, challenges and opportunities shaping the industry today. Discussions will cover the latest federal and state legislative developments, product enhancements, investment trends, marketing and distribution strategies, operational initiatives, consumer insights, and key regulatory and compliance updates.

Pre-Conference: 529 ‘Essentials’ Seminar 

This optional full-day Essentials Seminar provides comprehensive training on the structure, governance, and evolving landscape of 529 plans—ideal for new, emerging, and experienced professionals alike seeking an in-depth understanding of core concepts and especially in light of the recent federal legislative developments.


Those that attend the conference include:

  • State agencies
  • Treasury officials
  • Product providers & distributors
  • Broker/Dealer gatekeepers
  • Consultants
  • 529 & ABLE administrators
  • Industry regulators
  • Technology innovators
  • Employers & employer channel platforms
  • Asset managers and wrap providers
  • Industry associations

Key Themes in 2026:

  • 529 ‘Essentials’ all-day product training seminar
  • Market Intelligence on the state of the industry landscape
  • Expanded networking opportunities throughout the event
  • Opportunities created by expanding qualified expenses
  • Engage new audiences, demographics and channels
  • Enhancing ease of use through technology improvements
  • Insights from leading broker-dealer gatekeepers
  • State perspectives on building and sustaining momentum
  • Innovative marketing and distribution strategies
  • Best practices for defining an optimal fund lineup
  • Regulatory and legislative outlook for 529 plans
  • Platforms, fintech, and emerging innovation: trends and opportunities
  • Trends in product design, platform development, and user experience

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