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Editor's Picks
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– 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
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News & Research: Article Round-Up
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Here is what you need to know from stories, research and data released this week:
- Herald Net, “Commentary: Investing in 529 now heads off student debt later.” Editor's Take: Thank you Betty Lochner for your continued leadership in the industry, and much appreciated.
- Plansponsor, “Firms team up to offer new student loan repayment benefit.” Editor's Take: The ability to offer college financial planning employer benefits continues to expand. Read the article to learn more.
- Recruiter's Corner, “Executive Director, Indiana Education Savings Authority (IESA).” Editor's Take: IESA is seeking to hire an Executive Director. Click the link to learn more.
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ABLE Act Column
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ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.
News, Research, Data & Resources:
- Webinar by CJM Wealth Management, “The benefits of an ABLE Account.” Editor's Take: Thank you CJM Wealth Management for building awareness and understanding of ABLE. Register today to learn more.
- ABLE Afternoon Summit 2019 Agenda Update: Jim Balsan, Managing Director, BNY Mellon/Sumday, has been confirmed as a panelist on the “ABLE Landscape: Meeting the Needs from All Perspectives” ABLE Afternoon Summit session.
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Events: SI 529 Conference 2019
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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:
- Deanna Allison, Financial Benefits Manager, Alliance Data, has been confirmed as a panelist on the “Employer Channel Trends and Opportunities” 529 Conference session.
- Jeff Bennett, Senior Portfolio Manager, Invesco, has been confirmed as a panelist on the “Investment Line-Up Trends and Outlook” 529 Conference session.
- Jordan Lee, Founder & CEO, CollegeBacker, has been confirmed as a panelist on the “Direct-Sold Marketing Strategies” 529 Conference session.
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Read more
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