529 Conference 2021 Agenda Update: Andrea Feirstein, Managing Director, AKF Consulting Group, has been confirmed as presenter of the “Federal Regulatory Framework” and “Plan Governance & Administration Best Practices” 529 Essentials session and moderator of the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference session: https://www.529conference.com/

529 Conference 2021 Agenda Update: Andrea Feirstein

529 Conference 2021 Agenda Update: Chris Stack, Esq., Managing Consultant, Savingforcollege.com, has been confirmed as a presenter of the “529 Primary & Landscape” and “Comparing College Savings Vehicles: How do 529s Stack Up?” 529 Essentials session and moderator of the “National Broker-Dealer’s View on the Marketing and Distribution Strategies” 529 Conference session. Learn more here: https://www.529conference.com/

529 Conference 2021 Agenda Update - Chris Stack

529 Conference 2021 Agenda Update: James W C Canup, Assistant General Counsel & Legislative Counsel, Virginia Economic Development Partnership, Commonwealth of Virginia, has been confirmed as presenter of the “Tax Benefits & Planning” 529 Essentials session. Learn more: https://www.529conference.com/

529 Conference 2021 Agenda Update: Jamie Canup

529 Conference 2021 Agenda Update: Kay Ceserani, Managing Principal, Meketa Investment Group, has been confirmed as presenter of the “Structuring & Evaluating the Investment Line-Up” 529 Essentials session.
Learn more: https://www.529conference.com/

529 Conference 2021 Agenda Update - Kay Ceserani

529 Conference 2021 Agenda Update: Stacey MacPhetres, Senior Director, Education Finance, Bright Horizons College Coach, has been confirmed as a co-presenter of the “Financial Aid: Lifecycle of Saving, Paying & Repaying” 529 Essentials” Session. Learn more: https://www.529conference.com/

529 Conference 2021 Agenda Update - Stacey MacPhetres

529 Conference 2021 Agenda Update: Julie Shields-Rutyna, Director of College Planning, Education, and Training, MEFA has been confirmed as a co-presenter of the “Financial Aid: Lifecycle of Saving, Paying & Repaying” 529 Essentials” Session. Learn more here: https://www.529conference.com/

529 Conference 2021 Agenda Update - Julie Shields - Rutyna

529 Conference 2021 Agenda Update: 
Jordan Lee, Founder & CEO, Backer, has been confirmed as the presenter of the “Keynote Address Sponsored by Backer; Fintech for 529s: Enabling the Next Generation of Savers” 529 Conference session.

Learn more: https://www.529conference.com/

529 Conference 2021 Agenda Update - Jordan Lee

529 Conference 2021 Agenda Update:
Edward Kaminski, Senior Business Consultant, New York Life Stable Value, has been confirmed as a presenter on the “Product Strategy, Trends and Outlook” 529 Conference panel.
Learn more here: https://www.529conference.com/

529 Conference 2021 Agenda Update - Ed Kaminski

529 Conference 2021 Agenda Update: 
John Barrasso, Managing Director | Strategic Relationships, Prudential Financial, has been confirmed as moderator of “Search Process & Value of Adding Stable Value as an Investment Option Choice in a 529” session. Learn more: https://www.529conference.com/

529 Conference 2021 Agenda Update - John Barrasso

Event Website: 529Conference.com
Join us at the 529 Conference 2022!
REQUIRED MARKET INTELLIGENCE FOR 529 & ABLE

October 17-19, 2022
JW Marriott, Orland Grande Lakes, Florida, USA
529 ‘Essentials’ Seminar / October 17, 2022
529 Conference / October 18-19, 2022
ABLE Summit / October 19, 2022
The 529 Conference is the annual industry gathering with the entire 529 and ABLE ecosystem. Through a series of panels, presentations, workshops, and networking opportunities, the conference drills down into the most significant trends, challenges and opportunities facing the industry today and includes critical conversation and debate surrounding the latest federal and state legislative developments, product enhancements, investment trends, marketing campaigns, distribution strategies, operational initiatives, consumer insights, and regulatory and compliance announcements.
Pre- and post-conference sessions are available in conjunction with the 529 Conference to offer attendees additional education, training, and networking opportunities. The pre-conference ‘Essentials Seminar’ provides an understanding of the granular fundamentals of 529 plans in light of a constantly evolving market including the recent federal legislative developments, and the post-conference ‘ABLE Afternoon Summit’ delivers key market intelligence and presentations to support the successful implementation and growth of ABLE accounts.

Those that attend the conference include:
•	State agencies
•	Treasury officials
•	529 product providers & distributors
•	Broker/dealer gatekeepers
•	Financial advisers
•	529 consultants
•	ABLE administrators 
•	Industry regulators
•	Technology innovators

Key Themes in 2022:
•	Discussion on legislative, product, marketing and distribution initiatives 529 and ABLE product providers and distributors can execute to add value in the direct, employer and intermediary channels
•	Analysis of new industry trends such as the CARES Act, SECURE Act, COVID-19 impact, Tax Cuts & Jobs Act, Regulation Best Interest, ESG investment options, and potential legislation in the pipeline
•	Expanded coverage of longer-term opportunities such as the employer channel, demographics and new target markets, technology enhancements, fee based advisory, and investment line-up enhancements in demand
•	Review key drivers of 529 market participants and provide takeaways to help state agencies, product providers, distributors, and broker-dealer home-office executives increase usage of 529 plans and education financial planning
•	Coverage of 529 industry market sizing, advisor and consumer satisfaction levels, and enhancements in demand to understand what will drive and maximize industry growth over the long term

529 Conference 2022 - Save The New Dates (October 17 - 19) In Orlando

Executive Summary: Question and Answer with Anthony ONeal, Author of Debt Free Degree by Ramsey Press. Read the article here: https://www.529conference.com/executive-summary-question-and-answer-with-anthony-oneal-author-of-debt-free-degree-by-ramsey-press/

529 Dash Podcast: Interview with Anthony ONeal

Director of Savings Research where I oversee data, research, events, and digital on 529 plans and ABLE accounts for institutional clients.

Paul Curley

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