Paul Curley of Strategic Insight to present at FinCon 2019 on "ABLE Accounts: Get the Latest about the Newest 529 Plan."
Editor’s Perspective on the 529 Marketplace Trends: “The Weekly Pulse” Podcast with Jeffrey Snyder for Sunday, June 30, 2019
What are the top trends in college financial planning and the 529 industry as of June 30, 2019?
3 Trends in College Financial Planning for Product Managers as of 529 Day 2019
3 Trends in ABLE Accounts for Product Managers in 2019
On 529 Day, Strategic Insight hosted an educational webinar on the top trends in 529 plans and ABLE accounts in 2019.
What was the 529 and ABLE market sizing as of 1Q 2019?
Here is the latest market data by Strategic Insight that can be used by the media and other organizations, and please contact Strategic Insight for more information and commentary on its proprietary data, research, events and digital publications.
Check out the 1-page print ad for the Strategic Insight 529 Conference 2019. It will be included in some of the upcoming Strategic Insight media brand publications, and a special thank you to the Strategic Insight design and conference team for creating the collateral.
The Kids You Love Next.
Reader’s Perspective: Question and Answer with Michael Haber, JD, CFP®, Vice President & Senior Wealth Advisor at The Colony Group
How does this author and adviser help executives and entrepreneurs in the college financial planning process?