Uncovering the Most Effective Strategies for 529 Growth

529 'Essentials' Seminar / September 9, 2013
529 Conference/ September 10-11, 2013
JW Marriott, Orlando
 
Building off of the exceptional foundation that Joe Hurley and SavingforCollege.com have established over the past 10+ years, the 529 Conference 2013 − under the helm of Financial Research Corp. (FRC) and PLANADVISER − will continue to be designed specifically for professionals involved in the 529 college plan space, including:
 
 
• State agencies
• Treasury officials
• 529 product providers
• Key distribution partners
• Investment advisors
• Industry regulators
• 529 consultants
• Asset managers
 
 
 

Using a 360-degree industry perspective, the conference drills down into the most significant trends and challenges facing the industry today, including insight on the latest product innovations, investment options, distribution strategies, marketing initiatives, consumer trends and much more.

Conveniently Located at the JW Marriott Orlando Grande Lakes

This year’s conference is being hosted at the JW Marriott Orlando Grande Lakes where we have reserved hotel rooms at the low conference rate of $199 per night. Whether you choose to attend the 529 conference, the ‘Essentials’ seminar or both events, you are invited to join your peers at an opening night cocktail party on Monday September 9.


Featuring a pre-conference session on September 9th

529 'ESSENTIALS' SEMINAR

Whether you are new to the college savings 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, investment and structural implications driving the market today.

Sponsorship Information: Mike Garity
617-670-4710
mgarity@assetinternational.com

General Information: Carol Popkins
203-595-3282
cpopkins@assetinternational.com

Sponsor