A Notice About 2020 Events for 529 & ABLE Solutions, a division of ISS Market Intelligence

By Paul Curley, CFA | paul.curley@issmarketintelligence.com | June 12, 2020

As we looked at our events calendar for ISS Market Intelligence for the rest of 2020, we realized that we could not reasonably make plans now to host large groups of people at our flagship events. We know you have concerns about travel to, and attendance at, an event; frankly, we have them too.

As we looked at our events calendar for ISS Market Intelligence for the rest of 2020, we realized that we could not reasonably make plans now to host large groups of people at our flagship events. We know you have concerns about travel to, and attendance at, an event; frankly, we have them too.

However, coming together as a group—we at ISS Market Intelligence and you, the 529 and ABLE product providers & distributors, state agencies, treasury officials, broker/dealer gatekeepers, financial advisers, 529 consultants, ABLE administrators, industry regulators, technology innovators and others in this ecosystem—to communicate and share ideas is vital to our industry. The high quality nature of our events is something we pride ourselves on and we found it is difficult to determine how to create those experiences in this unknown time. Therefore, we have made the decision to host our 2020 events virtually. These events will spread our in-person conferences over multiple days, still bringing you comprehensive conversations across both panel discussions and keynotes, including general session topics and breakout sessions. We will have ways for you to get information from our “exhibit hall” and are working to provide an opportunity for attendees to connect with one another virtually. We will be hosting our events online, and are assessing the best dates for attendees.

As we transform these events, we are continuing to address our agendas and hope to have those online shortly. Regardless of which sessions you want to attend, you will register for the entirety of the conference and attend what you’d like. Although we are going virtual this year, we already have started making plans for 2021, and we can’t wait to see you all again in person. Please save the following dates:

• 529 Conference (September 27-29, 2021)

To everyone in our ISS Market Intelligence community, we appreciate your support as we continue to evolve our delivery of the most industry-focused coverage and commentary available and adapt in this unprecedented time. We look forward to hosting you at our virtual conferences later this year. If there’s anything we can do to give you better assistance, please don’t hesitate to reach out.

Sincerely,

Paul Curley, CFA
Director of Savings Research, ISS Market Intelligence
paul.curley@issmarketintelligence.com