Required market intelligence for 529 & ABLE

Join us at the 529 Conference 2025!

September 29-October 1, 2025
The Ritz-Carlton Orlando, Grande Lakes, Florida, USA

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Agenda

529 ‘Essentials’ Seminar / September 29, 2025
529 Conference / September 30 – October 1, 2025

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.

Pre-conference 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.

Those that attend the conference include:

• State agencies
• Treasury officials
• 529 product providers & distributors
• Broker/Dealer gatekeepers
• 529 consultants
• 529 & ABLE administrators
• Industry regulators
• Technology innovators
• Employer channel platforms
• Asset managers and wrap providers
• Industry associations

Key Themes in 2025:

• 529 Essentials all-day product training seminar
• Market Intelligence on the state of the industry landscape
• Expanded networking opportunities throughout event
• Capitalize on broadening qualified expenses
• Expand to new demographics and channels
• Improve ease of use & technology enhancements
• Insights from top broker/dealer gatekeepers
• State’s perspective on building momentum
• Innovative marketing and distribution strategies
• Defining an optimal fund lineup
• Regulatory and legislative outlook for 529 plans
• Fintech innovations emerging in the space
• Trends in product, platform, and user experience