Education Financial Planning: Required Insight for the 529 Industry | 529Conference

September 2, 2020

529Conf20-Sponsor-Logos-Dimensional

https://us.dimensional.com/

September 15, 2019

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https://www.sootchy.com

September 6, 2019

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September 6, 2019

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September 5, 2019

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https://www.principalfunds.com/

August 23, 2019

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https://www.Jhinvestments.com/529

August 15, 2019

529Conf19-Sponsor-Logos-IVY-Investments

https://www.ivyinvestments.com

August 13, 2019

529Conf19-Sponsor-Schwab-IM

https://www.schwabfunds.com

July 30, 2019

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https://collegebacker.com

July 30, 2019

529Conf19-Sponsor-Logos-NWA-Brand

https://nwabrand.com/

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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