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 a half-day 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