Editor's Picks

Issue 286:
– News & Research
– 529 Conference 2022

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
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

529 & ABLE News & Research

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

  • 529 Day Webinar, “529 Day 2022: Top Trends in 529 in 2022.” Editor’s Take: Hosted by Paul Curley, Director of 529 & ABLE Research at ISS MI, and Tim Gorrell, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, ISS Market Intelligence’s (MI) Q2 2022 529 & ABLE webinar will provide you with:
    • 529 reminders, tips and best practices
    • Key themes in 2022 impacting the 529 industry
    • Q1 2022 529 market sizing and highlight talking points
    • New industry insights from ISS MI’s annual survey of parents
    • 529 & ABLE industry announcements and product enhancements
    • Register today, and see you there!
  • 529 Insiders, “1Q 2022 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 1Q 2022 (March 31, 2022)? Read, learn and share.
  • ABLEnow, “Spring bonus offer.” Editor’s Take: ABLEnow is offering a $100 bonus to new customers who open an account by May 31, 2022. Read the announcement to learn more about the offer, ABLE accounts overall, and ABLEnow.
  • ISS Market Intelligence, “Join the ISS Team.” Editor’s Take: ISS Market Intelligence is hiring for several roles including Product Engagement Specialists for Retirement, U.S. Wealth Management Retail Product and Distribution. Learn more here.
Events: 529 Conference 2022

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

Updates: 

  • Registration now open here
  • Event website updated with a new registration and venue tab. 
  • Venue tab includes access to event hotel room block information here
  • Sponsorship guide now available upon request
 
May 16th, 2022
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising: Paul Curley
paul.curley@issmarketintelligence.com
   
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