Editor's Picks

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

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to addresses 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 education financial planning.

Please Read, Engage and Share.

Paul Curley, CFA
Editor-in-Chief of 529 Dash
Director of College Savings Research
Twitter: @PaulCurleyBC

Upcoming Presentations

Join Strategic Insight and OppenheimerFunds on Tuesday, December 4th at 4pm EST as we discuss strategies for creating a customized education financial plan for client’s specific situations. Click the link below to register today.

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News & Research: Article Round-Up

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

  • Forbes, “Smartest Ways to Stretch Your Money This Holiday Season.” Editor's Take: Thank you Winnie Sun for creating and sharing the list. Also, thank you for quoting me in the article, and much appreciated.
  • ThinkAdvisor, “Student loan payback tougher as borrowers age.” Editor's Take: Thank you ThinkAdvisor for covering and raising awareness of college financial planning.
  • Financial Times, “UK student debt sales make little economic sense.” Editor's Take: College affordability and student loan debt is not only an issue in the US, but the UK as well. Lessons can be learned from other markets. In the meantime, the importance of saving and saving efficiently for education continues to grow and advisers have an opportunity to add value by highlighting the importance in the client discovery phase, creating a plan and executing the plan.
  • Plansponsor, “Encouraging workers to save while paying off debt.” Editor's Take: Student loan debt and lack of education financial planning leads to other downstream issues such as lack of retirement financial planning. Therefore the importance of education financial planning is much greater than previously perceived. Have the education financial planning discussion today.
  • 944 employers in California offer 529s as a college financial planning employer benefit. 32 of those firms are the largest employers in California. Editor's Take: College financial planning employer benefits are on the rise, and provide you with a way to differentiate your book of business. Help your clients and your book of business by having the conversation today.

Data: 3Q 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.

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ABLE Act Column

News, Research, Data & Resources:

  • National Down Syndrome Society (NDSS), “My Cause My Cleats Feature: Jamison Crowder.” Editor's Take: Thank you NDSS and Jamison Chowder for your leadership in building awareness of the importance of Down Syndrome and ABLE accounts.
  • 529 Insiders, “3Q 2018 Strategic Insight 529 and ABLE Data Highlights”

Events: Strategic Insight ABLE Summit 2019 will be held on September 25, 2019, at the Ritz-Carlton, Amelia Island, Florida, to deliver training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts. Please save the date, and thank you for the support.

Events: SI 529 Conference 2019

Save the Date: Strategic Insight 529 Conference 2019 will be held from September 23-25, 2019, at the Ritz-Carlton, Amelia Island, Florida. Sessions:

  • 529 Conference: A highly interactive and educational industry gathering with the entire education financial planning ecosystem.
  • 529 Essentials: A pre-conference session to train professionals on 529 plans and education financial planning in a constantly evolving market.
  • ABLE Summit: A post-conference session to deliver training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts.

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Quote of the Week

“Instead of providing toy gifts for entertainment that lasts less than a season and clutter up the playroom for much longer, provide the gift of lifetime learning by making a contribution to a college fund, such as a 529 college savings plan, or choose gifts that promote learning, such as books or educational experiences. Not only will this help your family to spend less than you make, it will help your family to save and save efficiently for life’s most important goal of education financial planning.”
– Paul Curley, CFA, Strategic Insight, as quoted in Forbes, “Smartest Ways To Stretch Your Money This Holiday Season”

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December 3rd, 2018
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EDITORIAL: Paul Curley
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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.