Required market intelligence for 529 & ABLE

Join us at the 529 Conference 2023!

September 19-21, 2023
The Ritz-Carlton Orlando, Grande Lakes, Florida, USA
Register Now

529 ‘Essentials’ Seminar September 19, 2023
529 Conference September 20-21, 2023
ABLE Summit / September 21, 2023

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- and post-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, and the post-conference ‘ABLE Afternoon Summit’ delivers 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
  • Technology innovators

Key Themes in 2023:

  • 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 SECURE Act 2.0, 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 demographics and new target markets, technology enhancements, fee based advisory, employer channel 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
  • Market Intelligence on 529 industry market sizing, advisor and consumer satisfaction levels, and enhancements in demand to drive and maximize industry growth over the long term

Special Sessions

529 ‘Essentials’ Seminar
(pre-conference session – September 19)

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 Afternoon Summit
(post-conference session – September 21)

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 evolve to drive growth from a consumer, product, marketing, distribution and outlook perspective.

Sponsorship Information:
Paul Curley, CFA
Associate Director
529 & ABLE Solutions, ISS Market Intelligence

General Information:
Paul Curley, CFA
Associate Director
529 & ABLE Solutions, ISS Market Intelligence