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

September 2, 2020

529Conf20-Sponsor-Logos-Dimensional

https://us.dimensional.com/

September 5, 2019

529Conf19-Sponsor-Logos-Principal

https://www.principalfunds.com/

June 24, 2019

529Conf19-Sponsor-Logos-Chapleau1

http://www.chapleaulawgroup.com

June 19, 2019

529Conf19-Sponsor-Logos-Flywire

https://www.flywire.com/

May 28, 2019

529Conf19-Sponsor-Logos-FNBO

https://www.fnbo.com/invest/nest-529-college-savings/

May 22, 2019

529Conf19-Sponsor-Logos-TRowe

https://www.troweprice.com/corporate/en/home.html

April 29, 2019

529Conf19-Sponsor-Logos-BlackRock

https://www.blackrock.com/us/individual/products/529-college-savings-plans

April 16, 2019

529Conf19-Sponsor-Logos-Ascensus

https://www2.ascensus.com/

March 20, 2019

529Conf19-Sponsor-Collegevine

https://www.collegevine.com

March 11, 2019

529Conf19-Sponsor-Logos-JHancock

https://www.Jhinvestments.com/529

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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