Print Agenda
  • Essential Seminar

  • Day 1

  • Day 2

  • ABLE

529 Essential Seminar Thursday, September 24, 2020

  1. -

    Registration and Breakfast

  2. -

    Opening Remarks
    Speaker
    : Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  3. -

    529 Primer & Landscape
    Presenter:
    Chris Stack
    , Esq., Managing Consultant, Savingforcollege.com

     

  4. -

    Federal Regulatory Framework
    Presenter

    Andrea FeirsteinManaging Director, AKF Consulting Group

  5. -

    Networking Refreshment Break

  6. -

    Plan Governance & Administration Best Practices
    Presenter
    :
    Andrea Feirstein, Managing Director, AKF Consulting Group

  7. -

    Structuring & Evaluating the Investment Line-Up
    Presenter: 
    Kay Ceserani,
    Managing Principal, Meketa Investment Group

  8. -

    Networking Lunch

  9. -

    Tax Benefits & Planning
    Presenter: 
    Jamie Canup,
    Partner/Principal, Hirschler Fleischer

  10. -

    Advertising Regulation Overview
    Presenters:
     
    Amy Sochard, Vice President-Advertising Regulation, FINRA
    Derek Ashworth, Associate Director-Advertising Regulation, FINRA

  11. -

    Networking Refreshment Break

  12. -

    Financial Aid: Lifecyle of Planning, Saving & Paying for College
    Presenter

    Stacey MacPhetres, Senior Director, College Finance, Bright Horizons College Coach

  13. -

    Comparing College Savings Vehicles: How do 529s Stack Up?
    Presenter:
    Chris Stack
    , Esq., Managing Consultant, Savingforcollege.com

     

  14. -

    ABLE Essentials Product Training

  15. Closing Remarks
    Speaker
    : Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  16. -

    Opening Night Cocktail Reception

  17. -

    Late Night Lounge

529 Conference Friday September 25, 2020

  1. -

    Registration and Breakfast

  2. -

    Chairman’s Welcome and Opening Remarks: State of the College Savings Industry
    Speaker: Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  3. -

    State’s Perspective on industry Trends and Building Momentum
    Moderator: Andrea Feirstein, Managing Director, AKF Consulting Group

  4. -

    Networking Refreshment Break

  5. -

    Product Strategy, Trends and Outlook

  6. -

    Keynote 1

  7. -

    Networking Lunch

  8. -

    Differentiating your Plan in the Direct-Sold Channel

  9. -

    Keynote 2

  10. -

    Networking Refreshment Break

  11. -

    Employer Channel Trends & Opportunities

  12. -

    National Broker-Dealer’s View on Product, Marketing and Distribution Strategies
    Moderator: Chris Stack, Esq., Managing Consultant, SavingforCollege.com

  13. Closing Remarks
    Speaker: Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  14. -

    Opening Night Cocktail Reception

  15. -

    Late Night Lounge

529 Conference Saturday September 26, 2020

  1. -

    Registration and Breakfast

  2. -

    Opening Remarks and Recap of Day One
    Speaker: Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  3. -

    Legislative & Regulatory Developments
    Panelist: Amy SochardVice President-Advertising Regulation, FINRA

  4. -

    Conservative Investment Strategies

  5. -

    Networking Refreshment Break

  6. -

    Business Building with 529s

  7. -

    Outlook for 529s in 2021 and Beyond

  8. Closing Remarks
    Speaker: Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  9. -

    Networking Lunch

ABLE Summit Saturday September 26, 2020

  1. -

    Lunch & Learn
    Chairman’s Welcome and State of the Industry 
    Speaker: Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  2. -

    ABLE Essentials Product Training Seminar

  3. -

    ABLE Landscape: Meeting the Needs from All Perspectives  

  4. -

    Networking Refreshment Break

  5. -

    ABLE Implementation: Product, Marketing & Distribution Perspective

  6. -

    ABLE Outlook: Challenges & Opportunities

  7. Closing Remarks
    Speaker: Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

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