Editor's Picks

– News & Research
– Data
– ABLE Act Column
– Events

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers and institutions who sell and service families and employers in the education financial planning process by creating and sharing industry relevant news, product training and best practices, while also building awareness and understanding of the importance of 529s, ABLE accounts and education financial planning.

Please Read, Engage and Share.

Paul Curley, CFA
Editor-in-Chief of 529 Dash
Director of Savings Research
paul.curley@strategic-i.com
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

Here is what you need to know from stories, research and data released this week:

  • Planadviser, “Nearly one-third of employers embracing student loan debt programs.” Editor's Take: The discussion of college financial planning employer benefits continues to rise in prioritization and focus among important institutions including the Employee Benefit Research Institute. Thank you for covering the topic Lori Lucas, and much appreciated.
  • Financial House, “The cost to raise a child from cradle to college.” Editor's Take: The financial advisory firm provides a video estimating the cost to raise a child with and without the cost of higher education. Also, the website includes a flip book on higher education to walk through with clients. Watch the video and read the flip book to learn strategies on how to have the college financial planning conversation with your clients today.
  • Fat Tailed and Happy, “Student loan forgiveness is not the answer.” Editor's Take: College affordability articles focusing on Senator Warren's position are on the rise, and so is awareness and prioritization of college financial planning. As such, clients will be more receptive to having the college financial planning conversation. Have the discussion on the strategy and tactics of saving and paying efficiently for higher education with your clients today.

Data: 4Q 2018 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data by Strategic Insight that can be used by the media and other organizations.

Read more
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • Janney Montgomery Scott LLC, “Planning for the future with an ABLE account.” Editor's Take: Solid primer on ABLE accounts by a full-service investment firm. Thank you for covering the topic and product, and thank you for reading the article.
  • Disability Scoop, “TV show to profile job seekers with disabilities.” Editor's Take: This article should be of interest given the recent passage and implementation of ABLE to Work. Click to learn more.
  • Twitter, “Tweets. Media.” Editor's Take: This section provides links to live photos and videos posted over the past week by ABLE program managers and community leadership organizations, and this week includes a post on Oregon ABLE Savings (1, 2) and ABLE New Mexico. Thank you for building awareness through outreach which will continue to help more families to successfully use ABLE accounts.

Events: SI 529 Conference 2019

When: September 23-25, 2019
Where: Ritz-Carlton, Amelia Island, Florida.
What: The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 and ABLE ecosystem.
How: Registration is now open, and early bird registration rates now available until June 21, 2019

Agenda Update:

  • Tamara Salmon, Associate General Counsel, ICI, has been confirmed as moderator of the “Outlook for 529s in 2019 and Beyond” 529 Conference session.
  • Tom Pappas, Vice President-Advertising Regulation, FINRA, has been confirmed as presenter of the “Advertising Regulation Overview” 529 Essentials session.
  • Pamela K. Ellis, Associate General Counsel, Municipal Securities Rulemaking Board (MSRB), has been confirmed as a panelist on the “Legislative & Regulatory Developments” 529 Conference session.

Read more
 
April 29th, 2019
Contact Us
EDITORIAL: Paul Curley
paul.curley@strategic-i.com
Advertising:Austin Ulep
austin.ulep@strategic-i.com
   
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This newsletter has been prepared using information and sources we believe to be reliable; however, we make no representation as to its accuracy, adequacy or completeness, nor do we assume responsibility for any errors or omissions or for any results obtained from the use of this report, including any action taken with respect to securities referred to in this report. Our employees may from time to time acquire, hold or sell a position in securities mentioned herein. We may from time to time perform services for any company mentioned in this report. This report is not a prospectus or representation intended to use in the purchase or sale of any securities mentioned in this report.