Issue 298:
– 529 News & Research
– ABLE Act Column
– 529 Conference 2022
– ISS Proprietary Data & Research Update

529 Dash, Required Reading for Your 529 Education: 
The goal of the 529 Dash is to help institutions and financial professionals who help 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 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Associate Director
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• Siller & Cohen (YouTube), “Wealth Unpacked: 529 Plans (Part 1).” Editor’s Take: Josh Marriott, CFP®, CIMA® and Brian Gloria, MBA, CFP® present their view as private wealth advisors on the pros, cons and key advantages of 529s in comparison to other investment vehicles for future educational expenses. Watch Part 1 of the series on 529s, and look for to parts 2 and 3 to be released in the near future.
• Edvest, “Wisconsin’s Edvest 529 College Savings Plan Reduces Fees.” Editor’s Take: On August 18th, Wisconsin’s Edvest 529 College Savings Plan announced a product update. The press release also notes a sweepstakes, and click the link to learn more.
• 529 Insiders, “2Q 2022 529 Market Sizing Highlights.” Editor’s Take: What was the 529 market sizing as of June 30, 2022? Read to learn more.

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families. 
News, Research, Data & Resources:

• The MEFA Podcast, “Penny Forward and the Attainable Plan.” Editor’s Take: Thank you Jonathan Hughes and Julie Shields-Rutyna for another important and insightful podcast with two guests of Mary Rubenis on the founding of Attainable 5 years ago and Chris Peterson of Penny Forward on his experience in growing up with a disability. Watch, learn, and share.
• 529 Insiders, “2Q 2022 ABLE Market Sizing Highlights.” Editor’s Take: What was the ABLE market sizing as of June 30, 2022? Read the article to learn more.
• ABLE Age Adjustment Act Status Board: The bill would increase the age of onset for eligibility to open an ABLE account from 26 years old to 46 years old. As of August 19, 2022, the bill sponsorship was as follows:
  • Senate (S331): 1 sponsor and 21 cosponsors
  • Congress Sponsorship (HR1219): 1 sponsor and 89 cosponsors

ABLE Afternoon Summit: Will be held on October 19th of the 529 Conference 2022 at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA

• Registration is now available
• Mary Rubenis, VP Relationship Management, ABLE Savings, Vestwell State Savings, has been confirmed as moderator of the “ABLE Implementation: Product, Marketing & Distribution Perspective” ABLE Summit panel.
• Brandon Goeke, Director of Operations, Florida Prepaid College Board, has been confirmed as moderator of the “ABLE Implementation: Product, Marketing & Distribution Perspective” ABLE Summit panel.

529 Conference 2022 will be held from October 17-19, 2022, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA. 

Updates: 

• Registration now available
• Hotel Room Block now available
• Agenda now available
• Speakers now available

Agenda Updates: 

• Ryan White, Director, Columbia Threadneedle Investments, has been confirmed as a speaker on the “Employer Channel Trends and Opportunities” 529 Conference panel.
• Anthony Durkan, Vice President, Head of 529 Relationship Management, Fidelity Investments, has been confirmed as a speaker on the “Product Strategy, Trends and Outlook” 529 Conference panel.
• Anthony Poto, Director – National Accounts, MFS Fund Distributors, Inc., has been confirmed as a speaker on the “Product Strategy, Trends and Outlook” 529 Conference panel.
• Ben Gibbons, Director of Marketing, Ohio Tuition Trust Authority, has been confirmed as moderator of the “Direct-Sold Marketing Strategies” 529 Conference panel.
• John Stevens, Esquire, Director, Bureau of Savings Programs, Pennsylvania Treasury Department, has been confirmed as moderator of the “Legislative & Regulatory Developments” 529 Conference panel.

• Based on a proprietary survey of parents fielded in April 2022 by ISS Market Intelligence, the 529 Industry Analysis 2022 report provides subscribers with actionable guidance on how 529 product providers and distributors can enhance their legislative, product, marketing and distribution strategies based on the market demand, demographic shifts and sentiment of parents and their families. The report also provides an overview of the education financial planning landscape, 529 landscape, demographics, product developments, marketing, and distribution. Learn more here.

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