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529 Confrence Logo

September 11, 2018

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September 11, 2018

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September 11, 2018

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September 11, 2018

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September 11, 2018

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September 11, 2018

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August 23, 2018

529Conf-Sponsor-Logos-UPromise

https://www.upromise.com/
June 5, 2018

529Conf-Sponsor-Logos-TRowe

https://www3.troweprice.com/usis/corporate/en/home.html
May 31, 2018

529Conf-Sponsor-Logos-Oppenheimer

http://www.oppenheimerfunds.com
May 1, 2018

529Conf-Sponsor-Logos-Columbia

https://www.columbiathreadneedleus.com/

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
paul.curley@issmarketintelligence.com

General Information:
Paul Curley, CFA
Associate Director
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com

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