Editor's Picks

– Upcoming 529 Day Webinar
– 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
Editor-in-Chief of 529 Dash
Director of Savings Research
paul.curley@strategic-i.com
Twitter: @PaulCurleyBC

Upcoming 529 Day Webinar by Paul Curley from NYC - Save the Date

Join us on 529 Day, Wednesday, May 29th, for a live educational presentation by Paul Curley from New York City on the Top-10 Trends in 529 plans and ABLE accounts in 2019. Some of the topics of discussion will include:

  • Where is the college financial planning and special needs planning industry today from a legislative, product, marketing and distribution perspective?
  • What trends do we see impacting the 529 and ABLE industry landscape going forward?
  • Question and answer session with a live audience and webinar attendees

Click the link below to register, and see you there.

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News & Research: Article Round-Up

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

  • Raymond James, “Saving for K-12 education with a 529 Plan.” Editor's Take: A leading 529 distributor provides an overview of the expansion of 529s for college financial planning to education financial planning. Read the article to learn more.
  • HoganWillig Attorneys at Law, “Saving and paying for higher education: Tax-advantaged 529 plans.” Editor's Take: The article provides an example of how advisors, accountants and attorneys can leverage college financial planning to grow and protect their book of business.
  • Twitter, “START Saving 529 LA.” Editor's Take: Photo of a 529 information session event in Louisiana, and thank you for building awareness of 529 plans and college financial planning.

Data: 4Q 2018 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.

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ABLE Act Column

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

News, Research, Data & Resources:

  • US Department of HUD, “Treatment of ABLE accounts in HUD-assisted programs.” Editor's Take: Timely update from the official release on an important topic. Read to learn more, and you can review a summary of the release by WealthManagement.com and the ABLE National Resource Center.
  • ABLENow, “Expand ABLE eligibility.” Editor's Take: The article provides the perspecitive of a self-advocate on the potential impact of the ABLE Age Adjustment Act. Read the article to learn more.
  • Twitter, “Tweets. Media.” Editor's Take: This section provides links to live photos and videos posted over the past week by ABLE program managers and community leader organizations, and this week includes posts by ABLE New Mexico and National Down Syndrome Society. Thank you for building awareness through outreach which will continue to help more families to successfully use 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: Registration is now open, and early bird registration rates now available until June 21, 2019

Agenda Update:

  • Chris Stack, Esq., Managing Consultant, Savingforcollege.com, has been confirmed as moderator of the “National Broker-Dealer’s View on Marketing and Distribution Strategies” 529 Conference session.
  • Richard Ellis, Senior Director for Compliance, Finance & Investments, my529, has been confirmed as a panelist on the “Outlook for 529s in 2019 and Beyond” 529 Conference session.
  • JJ Hanley, Director, IL ABLE, Illinois State Treasurer Michael W. Frerichs, has been confirmed as a panelist on the “ABLE Outlook: Challenges & Opportunities” ABLE Summit session.
  • Emma Willis, Executive Director 529 Programs and Financial Literacy, Arkansas Treasurer of State, has been confirmed as a panelist on the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference session.

Read more
 
May 13th, 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.