Issue 236:
– Monthly Webinar Series
– News & Research
– 529 Conference 2021

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of institutions, advisers and financial professionals 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
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

2020 Impact on the 529 Industry
February 24, 2021 at 10am PST/1pm EST

The following topics will be covered during a panel discussion from industry experts:

• How 2020’s impact on the 529 industry compares to the great recession of 2008
• How advisers have adapted to the industry landscape
• How the industry is increasing transparency and awareness through partnerships like Nasdaq Fund Network and BlackRock

The featured presenters include Paul Curley, Director of Savings Research at ISS Market Intelligence, Devin McCarthy, Managing Director at Nasdaq Fund Network, and Tarun Garg, Head of College Savings at BlackRock.

Register to learn more and to ask questions.

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

• 529 Insiders, “4Q 2020 529 & ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 4Q 2020? Read the article to learn more.
• Plansponsor, “Millennials have a debt vs. savings conundrum.” Editor’s Take: Growth of student loans and their related issues are a leading indicator of the blue ocean opportunity for advisers to help families to save and save efficiently for education. Read the article to learn more about findings from recent surveys.
• ABLE National Resource Center, “January/February 2021 Achievable Newsletter.” Editor’s Take: Thank you ABLE NRC for the six sections of updates in your bimonthly newsletter. Read, learn, and grow, and thank you for sourcing ISS Market Intelligence in the newsletter as well.

When: November 2-4, 2021
Where: Ritz-Carlton Orlando, Grande Lakes
What: The 529 Conference is a highly interactive and educational industry gathering where you’ll learn from and network with the entire 529 and ABLE ecosystem to ensure product training, insight and networking across the 529 and ABLE community.

Updates:

• Please save the date of November 2-4, 2021.
• Updated event website with 2021 information to be launched shortly here.

702 King Farm Boulevard, Suite 400, Rockville, MD 20850  |  +1 212-217-6884  |  issgovernance.com