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Uncovering the Most Effective Strategies for College Financial Planning Growth. September 28, 2015. September 29-30, 2015. JW Marriott, Orlando. This past September 2014, we hosted the second-annual 529 Conference. In 2015, the event is poised to be even bigger and better. At this highly interactive industry event, you’ll meet and network with the entire 529 ecosystem, including:. Key Highlights of This Year’s Conference. Training and development in ‘529 Essentials Seminar’. This year’s conference will a...

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529 Conference - Home | 529conference.com Reviews

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Uncovering the Most Effective Strategies for College Financial Planning Growth. September 28, 2015. September 29-30, 2015. JW Marriott, Orlando. This past September 2014, we hosted the second-annual 529 Conference. In 2015, the event is poised to be even bigger and better. At this highly interactive industry event, you’ll meet and network with the entire 529 ecosystem, including:. Key Highlights of This Year’s Conference. Training and development in ‘529 Essentials Seminar’. This year’s conference will a...

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1 agenda

2 registration

3 sponsors

4 venue

5 newsletter

6 529 'essentials' seminar

7 state agencies

8 investment advisers

9 treasury officials

10 industry regulators

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529 Conference - Home | 529conference.com Reviews

https://529conference.com

Uncovering the Most Effective Strategies for College Financial Planning Growth. September 28, 2015. September 29-30, 2015. JW Marriott, Orlando. This past September 2014, we hosted the second-annual 529 Conference. In 2015, the event is poised to be even bigger and better. At this highly interactive industry event, you’ll meet and network with the entire 529 ecosystem, including:. Key Highlights of This Year’s Conference. Training and development in ‘529 Essentials Seminar’. This year’s conference will a...

INTERNAL PAGES

529conference.com

1

529 Conference - Venue

http://www.529conference.com/venue.aspx?id=4294967364

JW Marriott Orlando Grande Lakes. 4040 Central Florida Parkway. Orlando, Florida 32837 USA. If you need accommodations, please contact Melissa Groccia at mgroccia@assetinternational.com. At our Grande Lakes resort, great food is never far away. Enjoy Southern Italian cuisine at Primo, just one of the resort's many dining options. A perfect resort for families, kids will love our outdoor Lazy River pool; parents, our convenience to all the city's top attractions. Brought to you by.

2

529 Conference - Home

http://www.529conference.com/Default.aspx?id=4294967364

College Financial Planning: Creating Growth Through Collaboration. September 12, 2016. September 13-14, 2016. ABLE Deep-Dive Afternoon Summit. September 14, 2016. JW Marriott, Orlando. This past September, we hosted the third annual 529 Conference. For 2016, the event is poised to be even bigger and better. At this highly interactive industry gathering, you’ll meet and network with the entire 529 ecosystem, including:. Broker/dealer (B/D) gatekeepers;. 529 product providers;. Investment advisers; and.

3

529 Conference - Sponsors

http://www.529conference.com/sponsors.aspx?id=4294967364

As a sponsor, the benefits include:. Marketing exposure through advertising and promotion to a focused community of attendees. More exclusive exposure to the attendees as there are a limited number of sponsorship opportunities. Contacting potential business partners prior to the event and networking during the event. Participation as a speaker or panelist (subject to the approval of Asset International) to address an audience of senior executives. Promoting your firm as a thought leader. Brought to you by.

4

529 Conference - Agenda

http://www.529conference.com/agenda.aspx?id=4294967364

Monday, September 28, 2015. Director of College Savings Research. Understanding the Nuts and Bolts of 529 Plans. A broad overview and brief history of 529s. How do 529 alternatives stack up by Stack? Pros and cons of college savings vehicles. Financial aid impact of assets and income. Chris Stack Esq.,. The role of the municipal issuer and program manager. Tax regulation of the issuer/program by the IRS. Securities regulation of the issuer. Federal and State Income Tax Benefits. R, AKF Consulting Group.

5

529 Dash Archive - Page - 1

http://www.529conference.com/NewsletterArchive.aspx

August 15, 2016. Week of August 15, 2016. August 08, 2016. Week of August 8, 2016. August 01, 2016. Week of August 1, 2016. July 25, 2016. Week of July 25, 2016. July 18, 2016. Week of July 18, 2016. July 11, 2016. Week of July 11, 2016. July 05, 2016. Week of July 5, 2016. June 27, 2016. Week of June 27, 2016. June 13, 2016. Week of June 13, 2016. For assistance with your subscription, please contact us. Brought to you by.

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plansponsor.com

Events & Webcasts | PLANSPONSOR

http://www.plansponsor.com/EventsCalendar.aspx

Tap here to close. News Topics Latest News. Plan Design, Operations, Outsourcing. HR, Health Care, Post-Retirement. Economic Commentary, Investment Trends, Market Insights. Business Wins, Job Changes, Mergers and Acquisitions. Investments, Platform Enhancements, Tools and Services. Court Decisions, Legislation, Regulations. Industry Trends, Plan Benchmarks, Statistics. Attitudes and Behavior, Education and Advice. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. Ask the Experts: (b)Lines. PLANSPONSO...

sionline.com

Intermediary Distribution | Quarterly U.S. Intermediary-Sold Fund Distribution Review

http://www.sionline.com/PracticeAreas/Intermediary_Distribution.aspx

529 Quarterly Data Update. 529 Quarterly Fee Analysis. Simfund Pro, 7.0. Simfund Enterprise, 7.0. SI Fund Trends 2016. SI Fund Trends Canada 2015. SI Fund Trends Europe 2015. Mutual Fund Directors Forum 2015. SI Fund Trends 2015. Mutual Fund Directors Forum. SI Fund Trends 2014. SI Fund Trends 2013. SI 25th Anniversary Gala. SI Fund Trends 2012. SI Fund Trends 2011. SI Future of Funds 2010. SI National Conference 2010. 44 20 7397 3808. 61 3 9886 4400. US Intermediary-Sold Fund Distribution Review Q2'2016.

sionline.com

STRATEGIC INSIGHT: Forgot Password

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529 Quarterly Data Update. 529 Quarterly Fee Analysis. Simfund Pro, 7.0. Simfund Enterprise, 7.0. SI Fund Trends 2016. SI Fund Trends Canada 2015. SI Fund Trends Europe 2015. Mutual Fund Directors Forum 2015. SI Fund Trends 2015. SI Fund Trends Europe 2014. Mutual Fund Directors Forum. SI Fund Trends 2014. SI Fund Trends 2013. SI 25th Anniversary Gala. SI Fund Trends 2012. SI Fund Trends 2011. SI Future of Funds 2010. SI National Conference 2010. This is not a valid address.

sionline.com

529 Industry Analysis, 2015

http://www.sionline.com/published/2015_College_Savings_Industry_Analysis/main.asp

529 Quarterly Data Update. 529 Quarterly Fee Analysis. Simfund Pro, 7.0. Simfund Enterprise, 7.0. SI Fund Trends 2016. SI Fund Trends Canada 2015. SI Fund Trends Europe 2015. Mutual Fund Directors Forum 2015. SI Fund Trends 2015. SI Fund Trends Europe 2014. Mutual Fund Directors Forum. SI Fund Trends 2014. SI Fund Trends 2013. SI 25th Anniversary Gala. SI Fund Trends 2012. SI Fund Trends 2011. SI Future of Funds 2010. SI National Conference 2010. 529 Industry Analysis, 2015. CLICK HERE TO VIEW.

sionline.com

529 Distribution Study, 2014

http://www.sionline.com/published/2014_529_Plans_Distribution_Analysis/main.asp

529 Quarterly Data Update. 529 Quarterly Fee Analysis. Simfund Pro, 7.0. Simfund Enterprise, 7.0. SI Fund Trends 2016. SI Fund Trends Canada 2015. SI Fund Trends Europe 2015. Mutual Fund Directors Forum 2015. SI Fund Trends 2015. SI Fund Trends Europe 2014. Mutual Fund Directors Forum. SI Fund Trends 2014. SI Fund Trends 2013. SI 25th Anniversary Gala. SI Fund Trends 2012. SI Fund Trends 2011. SI Future of Funds 2010. SI National Conference 2010. 529 Distribution Study, 2014. CLICK HERE TO VIEW.

sionline.com

Asset Management Industry Market Sizing: 20132019

http://www.sionline.com/published/2013_Alternatives_Industry_Analysis/main.asp

529 Quarterly Data Update. 529 Quarterly Fee Analysis. Simfund Pro, 7.0. Simfund Enterprise, 7.0. SI Fund Trends 2016. SI Fund Trends Canada 2015. SI Fund Trends Europe 2015. Mutual Fund Directors Forum 2015. SI Fund Trends 2015. SI Fund Trends Europe 2014. Mutual Fund Directors Forum. SI Fund Trends 2014. SI Fund Trends 2013. SI 25th Anniversary Gala. SI Fund Trends 2012. SI Fund Trends 2011. SI Future of Funds 2010. SI National Conference 2010. Alternatives Industry Analysis, 2013. CLICK HERE TO VIEW.

sionline.com

STRATEGIC INSIGHT: SEC Filings Research

http://www.sionline.com/sec/default.asp

529 Quarterly Data Update. 529 Quarterly Fee Analysis. Simfund Pro, 7.0. Simfund Enterprise, 7.0. SI Fund Trends 2016. SI Fund Trends Canada 2015. SI Fund Trends Europe 2015. Mutual Fund Directors Forum 2015. SI Fund Trends 2015. SI Fund Trends Europe 2014. Mutual Fund Directors Forum. SI Fund Trends 2014. SI Fund Trends 2013. SI 25th Anniversary Gala. SI Fund Trends 2012. SI Fund Trends 2011. SI Future of Funds 2010. SI National Conference 2010. Interested in learning more? Adapt to industry changes.

kingaction.com

Make Your Mornings Count! - King Action

http://www.kingaction.com/make-your-mornings-count

Make Your Mornings Count! May 26, 2015. I recently revisited one of my favorite articles from The Art of Manliness. Entitled “Bookend Your Day: The Power of Morning and Evening Routines.” If you haven’t checked this website out, I’d recommend you do! Why leave your attitude going into the day to chance, when you can start your day by choice? Day 1 of my new “Morning Routine” will start on May 27th 2015 at 5:30AM. Here is the design:. 8211; Wake up. Relieve myself, brush teeth, mouthwash. 8211; Stretch 10...

kingaction.com

June 2015 - King Action

http://www.kingaction.com/2015/06

Ground Rules for Entrepreneurial Success. Jun 24, 2015. Let’s Talk About: Own your time and your future, become an entrepreneur When you discover how wasteful it is to rent your mind at an hourly rate, you may decide to go into business for yourself. Wise decision. Being an employee is one of the least effective. Jun 9, 2015. Lessons of a Young Man. Building Your Real Estate Empire. Why Your To-Do List Is Stomping Your Dreams. Ground Rules for Entrepreneurial Success. On Lessons of a Young Man.

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529conf.com

2013 529 Conference

Companies Confirmed to Attend (as of August 7, 2013). Learning Quest Education Savings Plan. Massachusetts Educational Financing Authority. NYS Office of the Comptroller. OFI Private Investments, Inc. Oppenheimer and Co. Inc. Bank of America Merrill Lynch. Pension Consulting Alliance, Inc. BNY Mellon Asset Servicing. RI Higher Education Assistance Authority. Robert W. Baird and Co. South Dakota Investment Council. Spectra Professional Services, LLC. State of Nevada Treasurer's Office.

529conference.com

529 Conference - Home

Uncovering the Most Effective Strategies for College Financial Planning Growth. September 28, 2015. September 29-30, 2015. JW Marriott, Orlando. This past September 2014, we hosted the second-annual 529 Conference. In 2015, the event is poised to be even bigger and better. At this highly interactive industry event, you’ll meet and network with the entire 529 ecosystem, including:. Key Highlights of This Year’s Conference. Training and development in ‘529 Essentials Seminar’. This year’s conference will a...

529conferences.com

2013 529 Conference

Companies Confirmed to Attend (as of August 7, 2013). Learning Quest Education Savings Plan. Massachusetts Educational Financing Authority. NYS Office of the Comptroller. OFI Private Investments, Inc. Oppenheimer and Co. Inc. Bank of America Merrill Lynch. Pension Consulting Alliance, Inc. BNY Mellon Asset Servicing. RI Higher Education Assistance Authority. Robert W. Baird and Co. South Dakota Investment Council. Spectra Professional Services, LLC. State of Nevada Treasurer's Office.

529confs.com

2013 529 Conference

Companies Confirmed to Attend (as of August 7, 2013). Learning Quest Education Savings Plan. Massachusetts Educational Financing Authority. NYS Office of the Comptroller. OFI Private Investments, Inc. Oppenheimer and Co. Inc. Bank of America Merrill Lynch. Pension Consulting Alliance, Inc. BNY Mellon Asset Servicing. RI Higher Education Assistance Authority. Robert W. Baird and Co. South Dakota Investment Council. Spectra Professional Services, LLC. State of Nevada Treasurer's Office.

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529csp.com

529 College Savings Plan

Your clients want to send their loved ones to college. You want investment flexibility, an attractive cost structure, and a proven track record. We’ve got you both covered. Choose from Age-Based, Target, and Individual Fund portfolios offered through the Bright Directions College Savings Program and the CollegeCounts 529 Fund. Visit Bright Directions College Savings Program.