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529 Conference

Required Market Intelligence for 529 & ABLE


Join us at the 529 Conference, September 24-26, 2020
The Ritz-Carlton, Orlando Grande Lakes

529 ‘Essentials’ Seminar / September 24, 2020
529 Conference / September 25-26, 2020
ABLE Deep-Dive Afternoon Summit / September 26, 2020

The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 and ABLE ecosystem. Using a 360-degree perspective, 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, regulatory and compliance announcements and much more.

Optional sessions are available in conjunction with the 529 Conference to offer attendees additional education, training and networking 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 Session’ delivers key market intelligence and networking opportunities 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

Special Sessions

“529 Essentials Seminar” (pre-conference session – September 24)
Whether you are new to the education financial planning market or a seasoned pro, this insightful 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, financial aid, investment and product implications driving the market today.

ABLE Deep-Dive Afternoon Summit (post-conference session – September 26)
With the launch of ABLE accounts in 2016, we’re dedicating an entire afternoon to product training, best practices and trends on how firms are involved in the industry, and how firms can successfully participate in the industry from a consumer, product, marketing, distribution and outlook perspective.

Sponsorship Information:
Austin Ulep
Director, Key Accounts
617-913-0571
austin.ulep@issgovernance.com

General Information:
Carol Popkins
Senior Vice President, Global Event Operations
203-461-0985
carol.popkins@issgovernance.com