Welcome to the Virtual 529 Conference 2020!
This is the event hub page, where you will find links to the conference sessions and exhibitor booths below. They will be available to view until December 31, 2020. The full agenda list and more information on the speakers can be found on our main event page. If you are experiencing any issues or have any questions, please contact us here.
529 Essentials Seminar
- Day 1View on demand
- 12:45 pm –
1:45 pmChairman’s Welcome & Opening Remarks and
529 Primer & Landscape - 1:45 pm –
2:00 pm - 2:00 pm –
2:45 pmFederal Regulatory Framework
- 2:45 pm –
3:15 pm - 3:15 pm –
4:00 pmPlan Governance & Administration Best Practices
- 4:00 pm –
4:15 pm - 4:15 pm –
5:15 pmStructuring & Evaluating the Investment Line-Up and Closing Remarks
- Day 2View on demand
- 12:40 pm –
1:45 pmTax Benefits & Planning
- 1:45 pm –
2:00 pm - 2:00 pm –
2:45 pmAdvertising Regulation Overview
- 2:45 pm –
3:15 pm - 3:15 pm –
4:00 pmFinancial Aid: Lifecycle of Planning, Saving & Paying for College
- 4:00 pm –
4:15 pm - 4:15 pm –
5:15 pmComparing College Savings Vehicles: How do 529s Stack Up? and Closing Remarks
529 Conference
- Day 3View on demand
- 12:45 pm –
2:00 pmChairman’s Welcome and Opening Remarks: State of the College Savings Industry and
State’s Perspective on Industry Trends and Building - 2:00 pm –
2:15 pmCoffee Break
Attendees, visit the Pacific Life Insurance Company booth before 8 pm EDT and receive your $5 coffee gift card. Limited supply!
Sponsored by Pacific Life Insurance Company
- 2:15 pm –
3:00 pmProduct Strategy, Trends and Outlook
- 3:00 pm –
3:15 pmCoffee Break
Attendees, visit the Pacific Life Insurance Company booth before 8 pm EDT and receive your $5 coffee gift card. Limited supply!
Sponsored by Pacific Life Insurance Company
- 3:15 pm –
4:00 pmKeynote Address: Stable Value Product Update & Discussion
Sponsored by Prudential Retirement
- 4:00 pm –
4:15 pmCoffee Break
Attendees, visit the Pacific Life Insurance Company booth before 8 pm EDT and receive your $5 coffee gift card. Limited supply!
Sponsored by Pacific Life Insurance Company
- 4:15 pm –
5:15 pmNational Broker-Dealer’s View on Product, Marketing and Distribution Strategies and Closing Remarks
- Day 4View on demand
- 12:40 pm –
1:45 pmChairman’s Welcome and Opening Remarks and Conservative Investment Strategies
- 1:45 pm –
2:00 pmCoffee Break
Attendees, visit the Charles Schwab Investment Management booth before 8 pm EDT and receive your $5 coffee gift card. Limited supply!
Sponsored by Charles Schwab Investment Management
- 2:00 pm –
2:45 pmLegislative & Regulatory Developments
- 2:45 pm –
3:15 pmCoffee Break
Attendees, visit the Charles Schwab Investment Management booth before 8 pm EDT and receive your $5 coffee gift card. Limited supply!
Sponsored by Charles Schwab Investment Management
- 3:15 pm –
4:00 pmDifferentiating Your Plan in the Direct- and Employer-Sold Channels
- 4:00 pm –
4:15 pmCoffee Break
Attendees, visit the Charles Schwab Investment Management booth before 8 pm EDT and receive your $5 coffee gift card. Limited supply!
Sponsored by Charles Schwab Investment Management
- 4:15 pm –
5:15 pmOutlook for 529s in 2021 and Beyond and
Closing Remarks
ABLE Deep-Dive Summit
- Day 5View on demand
- 12:40 pm –
1:15 pmChairman’s Welcome and Opening Remarks and
ABLE Essentials Product Training Seminar - 1:15 pm –
1:30 pm - 1:30 pm –
2:30 pmABLE Landscape: Meeting the Needs from All Perspectives
- 2:30 pm –
3:00 pm - 3:00 pm –
4:00 pmABLE Implementation: Product, Marketing & Distribution Perspective
- 4:00 pm –
4:15 pm - 4:15 pm –
5:15 pmABLE Outlook: Challenges & Opportunities and
Closing Remarks
Sponsors and Exhibitor Booths
