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:

  • 529 Insiders, “Status Board: K-12 State Updates.” Editor's Take: Minnesota has been updated to “Not Allow K-12 Withdrawals State Tax Free.”
  • 529 Dash Webinar Replays:

    • 529 Day Top Trends Webinar Replay, from May 29, 2019
    • 529 Dash Webcast Replay by Strategic Insight and Invesco from March 12, 2019
    • 529 Webcast Replay by Strategic Insight and OppenheimerFunds from December 4, 2018

Data: 1Q 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:

  • Harvard Business Review, “Why people hide their disabilities at work.” Editor's Take: Timely article on an important topic. Read to learn more.
  • CNN, “The tech empowering disabled people in cities.” Editor's Take: Interesting article on the forefront of technology.
  • Life Hacker, “If you have a disability, consider an ABLE savings account.” Editor's Take: Thank you for the new article to help get the message out on ABLE accounts.
  • ABLE Afternoon Summit 2019 Agenda Update: Nathan Groff, CEO, Intuition ABLE Solutions, and Amy Corbin, Executive Director, Indiana ABLE Authority, has been confirmed as presenters on the “ABLE Implementation: Product, Marketing & Distribution Perspective” ABLE Afternoon Summit session.
  • ABLE Afternoon Summit 2019 Agenda Update: Rob Percival, Senior Vice President, Ascensus Government Savings, has been confirmed as a presenter of the “ABLE Outlook: Challenges & Opportunities” ABLE Afternoon Summit session.
  • Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you ABLEnow, MO ABLE, and ABLE New Mexico for helping to build awareness of ABLE accounts.

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:

  • Robert Farrington, Founder, The College Investor, has been confirmed as presenter on the “Direct-Sold Marketing Strategies” 529 Conference session.
  • Peter M. Greenberger, CFA, CFP, Director, Mutual Fund & 529 Plan Product Management, Raymond James, has been confirmed as presenter on the “Business Building with 529s in the Adviser-Sold Channel” 529 Conference session.
  • Nathan Groff, CEO, Intuition ABLE Solutions, and Amy Corbin, Executive Director, Indiana ABLE Authority, has been confirmed as presenters on the “ABLE Implementation: Product, Marketing & Distribution Perspective” ABLE Afternoon Summit session.
  • Rob Percival, Senior Vice President, Ascensus Government Savings, has been confirmed as a presenter of the “ABLE Outlook: Challenges & Opportunities” ABLE Afternoon Summit session.
  • George Betzios, Founding Partner, Spectra Professional Services, and Kaprel Ozsolak, Founding Partner, Spectra Professional Services, has been confirmed as presenters of the “Fundamentals of College Savings Plan Operations” 529 Essentials Seminar session.

Read more
 
July 1st, 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.