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

June 29, 2022

529-Conf-2022-Sponsor-Logos-10_GofC

March 10, 2021

529-Conf-2021-Sponsor-Logos-Ascensus

https://www.ascensus.com

August 24, 2020

529Conf20-Sponsor-Logos-Ascensus_NEW

https://www2.ascensus.com/

August 17, 2020

529Conf20-Sponsor-Logos-CSIM

https://www.schwabfunds.com

March 10, 2020

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https://www.columbiathreadneedleus.com/

March 3, 2020

529Conf20-Sponsor-Logos-ASI

February 25, 2020

529Conf20-Sponsor-Logos-Principal

http://www.scholarsedge529.com

February 24, 2020

529Conf20-Sponsor-Logos-ICSS1

http://intuitioncss.com/

February 20, 2020

529Conf20-Sponsor-Logos-GofC

https://www.giftofcollege.com/

February 11, 2020

529Conf20-Sponsor-Logos-TIAA

https://www.tiaa.org/public/invest/financial-products/529-college-savings

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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