December 2020 Webinar: 529 Year-End Planning & Recap

By Paul Curley, CFA | | December 9, 2020

December’s monthly webinar, sponsored by Ohio’s 529 Plan CollegeAdvantage, now available on demand.

Hosted by Tim Gorrell, Executive Director of Ohio’s 529 CollegeAdvantage, and Paul Curley, Director of Savings Research at ISS Market Intelligence, December’s webinar closed out the 2020 calendar by providing 529 product reminders, tips and best practices, round-up of the Top 5 trends in 2020, and outlook for 2021 and beyond.

Part of the 529 & ABLE Solutions 2020 monthly webinar series, the session highlighted 529 and ABLE industry announcements, market data updates, and a preview of the 529 Distribution Analysis 2020 based on a new proprietary survey of advisers. Click here to register to view the webinar recording.