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:

  • Law Office of Jennifer Guimond-Quigley, “Protecting College Savings in a Divorce.” Editor's Take: Thank you Jennifer for your timely insights on this important topic. To learn more, read this article or the 529 Insiders question and answer article here.
  • Dave Ramsey, “How to save money on back-to-school shopping.” Editor's Take: While the article is not directly related to 529s, the article does bring up the importance of education financial planning and reminds to us to prepare for the back-to-school discussions with our clients. Have the college financial planning discussions with your clients today.
  • FinCon, “Influencers – Best Personal Finance Youtubers.” Editor's Take: Thank you FinCon for including me on the list, and for the opportunity to highlight the beginning of my journey. Subscribe to my channel here, and thank you for your support as we work to build awareness and understanding of the importance of 529 plans, ABLE accounts and college financial planning.
  • Recruiter's Corner, “Senior Manager, Client & Business Insights.” Editor's Take: T.Rowe Price is seeking to hire within its strategy development and market research team in Owings Mills, Baltimore.

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:

  • NDSS (National Down Syndrome Society), “Kandi Pickard Selected as the New NDSS President and CEO.” Editor's Take: Congrats to NDSS and Kandi on the announcement, and thank you for your leadership.
  • Delaware Public Media, “State Treasurer Colleen Davis marks one year of Delaware ABLE Plan.” Editor's Take: Congrats to Delaware for reaching the one year mark since launching.
  • Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you MO ABLE & Kansas ABLE, John Ross and New Jersey Department of Human Services 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.

 
July 22nd, 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.