Issue 280:
– News & Research
– 529 Conference 2022: Save the Date

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:

• 529 Webinar Replay, “Trends in 529 Distribution and Analytics.” Editor’s Take: On February 16, 2022, ISS Market Intelligence’s (MI) Q1 2022 529 & ABLE webinar was hosted by Paul Curley, Associate Director of 529 & ABLE Solutions at ISS Market Intelligence, and Devin McCarthy, Managing Director at Nasdaq Fund Network. The webinar provided an update on 529 and ABLE analytics, industry updates, distribution trends and key themes in 2022. Watch the replay to learn more.
• Ohio’s 529 CollegeAdvantage, “Ohio’s 529 Plan celebrates career and technical education month.” Editor’s Take: Thank you Ohio Tuition Trust Authority (OTTA) for focusing on the use of 529s for community colleges, specialized institutions, trade, technical and vocational schools, apprenticeships, and graduate school. Read the article to learn more about how 529s can be used beyond traditional four year college, and thank you OTTA for celebrating Career and Technical Education Month.
• PLANADVISER, “Where student loan debt, retirement savings and financial wellness intersect.” Editor’s Take: This article provides an overview and update on discussions in the employer channel on education financial planning. Also, read the PLANADVISER article here on Betterment launching student loan management system and acquiring Gradvisor to provide a workplace solution to education financial planning. Click the link to read more, and to watch the replay of the webinar on this topic.

Save the Date: 529 Conference 2022 will be held from September 12-14, 2022, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.

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