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September 14, 2020

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September 14, 2020

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September 11, 2020

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September 11, 2020

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September 11, 2020

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September 2, 2020

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https://us.dimensional.com/

August 24, 2020

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https://www2.ascensus.com/

August 17, 2020

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https://www.schwabfunds.com

July 15, 2020

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March 10, 2020

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https://www.columbiathreadneedleus.com/

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Special Sessions

529 ‘Essentials’ Seminar
(pre-conference session – September 23)

Whether you are new to the education savings market or a seasoned pro, this hands-on, 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, investment, structural and financial aid implications driving the market today.

Sponsorship and General Information

Paul Curley, CFA

Executive Director
529 & ABLE Solutions,
ISS Market Intelligence
paul.curley@issmarketintelligence.com