“529 Essentials Seminar” (pre-conference session – September 21-22)
Whether you are new to the education financial planning market or a seasoned pro, this insightful 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 Summit (post-conference session – September 25)
With the launch of ABLE accounts in 2016, we’re dedicating a half-day 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