529 ‘Essentials’ Seminar (pre-conference session – November 2)
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 Deep-Dive Summit (post-conference session – November 4)
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 drive growth from a consumer, product, marketing, distribution and outlook perspective.
Paul Curley, CFA
Director of 529 & ABLE Research