Editor’s Perspective on the 529 Marketplace Trends: “The Weekly Pulse” Podcast with Jeffrey Snyder for Sunday, June 30, 2019

By Paul Curley, CFA | paul.curley@strategic-i.com | July 3, 2019

What are the top trends in college financial planning and the 529 industry as of June 30, 2019?

This week’s 529 Insider provides a podcast between Paul Curley of Strategic Insight and Jeffrey Snyder of “The Morning Pulse” podcast released on June 30, 2019. The Morning Pulse was founded in 2012 as a digital technology, media company and consulting firm focused on the retirement and financial services industry, and the podcast audience has grown to over 100,000 industry professionals. The podcast typically covers issues and topics relating to retirement. Starting around minute 33, the discussion covers trends in the 529 marketplace from a legislative, product, marketing and distribution perspective.

To listen to a recording of the podcast, click on the links here:

Editor’s Call to Action:
Podcasts provide a great forum and channel for on-going education, and especially during the daily commute or exercise routine. Listen to this podcast, subscribe to “The Weekly Pulse” podcast to learn more and thank you Jeffrey Snyder for your time, insight and support in the podcast and for helping to raise awareness and understanding of 529 plans and ABLE accounts. Last but not least, I would like to provide a special thank you to the readers of the 529 Dash e-newsletter and 529 Insiders website for learning from your peers. Hope you create a great day.