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
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:

  • Plansponsor, “SoFi adds 529 contributions to SoFI at work program.” Editor's Take: College financial planning employer benefits continue to expand, and read this article by Plansponsor and this one here by Financial Advisor Magazine, to learn more.
  • Morgan Stanley, “Client conversations & primers: 529 plans overview.” Editor's Take: Thank you Morgan Stanley for creating and sharing this 20-page white paper.
  • Financial Advisor Magazine, “Parents, students say they should have started planning for college costs earlier.” Editor's Take: The article highlights a new consumer survey fielded by Citizen Banks.
  • CNBC (Video & Article), “5 small moves that will save big on college costs.” Editor's Take: Thank you Sharon for raising the awareness and understanding of college financial planning, and the need to save and save efficiently.
  • Recruiter's Corner, “Senior Marketing Director, TIAA Tuition Financing Inc.” Editor's Take: TIAA Tuition Financing Inc is seeking to hire a senior marketing director in the Sacramento/Bay Area, California. Click the links for an overview of the role.

Data: 2Q 2019 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:

  • Soundcloud, “FinCon 2019 ABLE Session Preview.” Editor's Take: This recording provides a walkthrough of my presentation on ABLE accounts at FinCon 2019, and you can learn more about the session at the 529 Insiders article here.
  • Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you IL ABLE, WA ABLE, and CJM Wealth Management for helping to build awareness of ABLE accounts.
  • ABLE Afternoon Summit 2019 Agenda Update: Sarah Pennington, Brand Manager, ABLEnow, has been confirmed as moderator of the “ABLE Outlook: Challenges & Opportunities” ABLE Afternoon Summit session.

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: Register here.

Agenda Update:

  • Colin Brainard, Former Chief of Staff, U.S. Representative Steve Watkins, has been confirmed as presenter of the “Keynote Address” 529 Conference session.

 
August 26th, 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.