Editor's Picks

– News & Research
– 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@issmarketintelligence.com
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • ISS Market Intelligence, “Announcing our 529 & ABLE Solutions 2020 Webinar Series.” Editor's Take: On March 31, 2020, we are launching our educational webinar series with a session titled, “529 Primer & Industry Landscape Update 2020” presented by Paul Curley, CFA. The goal of the webinar series is to build awareness and understanding of 529 plans, and the March session will provide college financial planning landscape trends, product training on the fundamentals of 529s, and drivers, themes and opportunities going forward. Click the link to learn more and to register.
  • MEFA YouTube Video, “College Admissions” by Julie Shields-Rutyna. Editor's Take: Thank you Julie for your insight and intelligence on this timely topic. I have set the video to the first in my “Financial Literacy & 529s” playlist, and click the link to watch and learn as well.
  • 529 Insiders, “Status Board: SECURE Act 529 State Updates.” Editor's Take: This week, the status board was updated to reflect a recategorization for Indiana and North Dakota, and a confirmation of category for Idaho. Click the link to review the updated status board.
  • 529 Insiders, “4Q 2019 529 and ABLE Market Sizing Highlights.” Editor's Take: Here is the latest 529 and ABLE market data that can be used by the media and other organizations.

ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • YouTube Playlist, “WA State ABLE.” Editor's Take: Thank you Chris for sharing this link and list with me, and I have added several of the videos to my ABLE Accounts YouTube playlist as well. Click the link to view their TV commercials, training videos, testimonials and more.
  • ABLE National Resource Center, “March/April 2020 Achievable Newsletter.” Editor's Take: Thank you for creating and sharing this newsletter, and read to learn more about podcasts, news and top three questions.
  • Montana DPHHS & Rural Institute YouTube Video, “Transition: ABLE Account Webinar.” Editor's Take: Thank you for creating and sharing this educational video, and click the link to learn more.

Events: 529 Conference 2020

Save the Date: 529 Conference 2020 will be held from September 24-26, 2020, at the Ritz-Carlton Orlando, Grande Lakes.

Updates:

  • 529 Essentials Agenda Update: Kay Ceserani, Managing Principal, Meketa Investment Group, has been confirmed as presenter of “Structuring & Evaluating the Investment Line-Up” session.
  • Registration is now open, and there is an early bird rate available now through June 19, 2020.

 
March 30th, 2020
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising:Austin Ulep
austin.ulep@issmarketintelligence.com
   
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