Join us virtually at the 529 Conference!
September 21-25, 2020
Online Conference

529 ‘Essentials’ Seminar / September 21-22, 2020
529 Conference / September 23-24, 2020
ABLE Deep-Dive Summit / September 25, 2020

Registered attendees, please enter the conference here.

The 529 Conference is the annual industry gathering with the entire 529 and ABLE ecosystem. Through a series of online panels, presentations and virtual networking, 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.

Optional sessions are available in conjunction with the 529 Conference to offer attendees additional virtual education and training 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 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; and
  • Technology innovators

Special Sessions

“529 Essentials Seminar” (pre-conference session – September 21-22)
Whether you are new to the education financial planning market or a seasoned pro, this insightful 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 Summit (post-conference session – September 25)
With the launch of ABLE accounts in 2016, we’re dedicating a half-day 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

General Information:
Katie Campbell
Operations Manager, Global Events