“529 Essentials Seminar” (pre-conference session – September 24)
Whether you are new to the education financial planning market or a seasoned pro, this insightful 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, financial aid, investment and product implications driving the market today.
ABLE Deep-Dive Afternoon Summit (post-conference session – September 26)
With the launch of ABLE accounts in 2016, we’re dedicating an entire afternoon to product training, best practices and trends on how firms are involved in the industry, and how firms can successfully participate in the industry from a consumer, product, marketing, distribution and outlook perspective.
Director, Key Accounts
Senior Vice President, Global Event Operations