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?
Investors deposited a record level of gross contributions into 529 college savings plans with $33 billion in 2018, compared to $29 billion in 2017.
On February 10, 2019, this short podcast on the ABLE industry was created live during a presentation and includes a market data update on the volume of assets and number of accounts as of 4Q 2018 with benchmark comparisons.
What was the 529 and ABLE market sizing as of 4Q 2018?
Here is the latest market data by Strategic Insight that can be used by the media and other organizations, and contact Strategic Insight for more information and commentary on its proprietary data, research, events and digital publications.
Reader’s Perspective: Q&A with Dr. John Karaffa, CPA, CFP, PFS, Founder and President of ProSport CPA in Quinton, Virginia
How does this author and accountant help his professional athlete clientele to win championships in the college financial planning process?
What are the top trends and topics in education financial planning and the 529 industry?
The ABCs of Education Savings: Helping your Clients Create a Plan that Makes the Grade