Editor's Picks

Issue 282:
– 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
Twitter: @PaulCurleyBC

529 & ABLE News & Research

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

  • AKF Consulting, “ABLE America 2021.” Editor’s Take: Thank you Andrea Feirstein and AKF Consulting for creating and sharing this annual update on the ABLE landscape. Timely insights, and always educational for industry leaders. Read, learn and share.
  • Harvard Business School, “Navigating Tradeoffs: How Purpose Becomes a Company’s ‘Lighthouse in the Storm.’ Editor’s Take: Despite the market and economic volatility in 2022, focusing on how we as a 529 and ABLE industry help millions of families will help drive us to and through the storm. Read the article to learn more, and thank you for your collaboration and support in 2022.
  • Saving for College, “2022-2023 Family Guide to College Savings.” Editor’s Take: Saving for College has released its free 45-page guide at the bottom of the website. The guide covers comparing college savings alternatives, transferring assets, financial aid considerations, creating an education financial plan and more. Download to learn more, and thank you for creating and sharing Joe Hurley, Mark Kantrowitz and Saving for College.
Events: 529 Conference 2022 - Save the Date

Save the Date: 529 Conference 2022 will be held from October 17-19, 2022, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.


  • Date: The new date for the event is October 17-19, 2022.  
  • Venue: The new venue for the live in-person event in Orlando is now The Ritz-Carlton Orlando,Grande Lakes, Florida, USA.
  • Website: 529Conference.com has been updated to reflect 2022 dates, location, overview, key themes, and sponsors tab.
March 21st, 2022
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