Editor's Picks

– News & Research
– Data
– ABLE Act Column
– Events
– Quote of the Week

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers, accountants and estate planners who sell and service families and institutions in the college financial planning process by providing industry relevant news, product training and best practices.

Please Read, Engage and Share.

Paul Curley, CFA
Editor-in-Chief of 529 Dash
Director of College Savings Research
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • Planadvisor, “Fed report suggests more investing and financial education needed.” Editor's Take: Bring down the barriers to college financial planning by bringing your clients through the investment, awareness and understanding process.
  • 73% of employees report financial wellness as their highest well-being program in demand. Editor's Take: Plan advisers should work with their plan sponsors to enhance their well-being programs and college financial planning benefits to align with demand of their current and potential employees.
  • CNBC, “Parents have on average $18,000 saved for college, and that's still not nearly enough.” Editor's Take: The article highlights and summarizes the annual Salle Mae “How America Saves for College 2018” report.
  • Peachjar, “529 marketing: planting the seed for financial planning.” Editor's Take: Thank you Peachjar for celebrating 529 day, and for helping to increase awareness and understanding of 529s and college financial planning.
  • Last Week's Most Read Article: Morningstar, “How a scholarship affects your 529.” Editor's take: An important publication provides a refresher on one of the most common questions on 529 plans.

Data: 1Q 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.

Read more
ABLE Act Column

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

News, Research, Data & Resources:

  • Companion on your Journey, “Better Together: ABLE and SN Trusts.” Editor's Take: In this educational article, Alexandra Baig, CFP, provides her perspective on how ABLE accounts and special needs trusts compare, contrast and can be used together to create a better outcome for certain clients. Read the article to learn more.
  • 529 Insiders, “529 & ABLE 1Q 2018 529 Data Highlights”

Events: Strategic Insight ABLE Summit 2018 will be held on September 26, 2018, at the JW Marriott Orlando, Grande Lakes. Registration is now open, and early bird registration rates is available through June 22nd.

Events: Strategic Insight 529 Conference 2018

When: September 24-26, 2018
Where: JW Marriott Orlando, Grande Lakes
What: A highly interactive and educational industry gathering with the entire college financial planning ecosystem.
How: Registration is now open, and early bird registration rates are available through June 22nd.

Agenda Updates:
Andrea Feirstein, Managing Director, AKF Consulting Group, has been confirmed as moderator of the “State’s Perspective on Industry Trends and Building Momentum” panel.
Jennifer Tierney, Vice President, 529 Product Development Manager, Morgan Stanley, has been confirmed as speaker on the “Future of Product Strategy” panel.
Rob Tirrell, 529 Business Development Specialist, VOYA Investment Management, has been confirmed as speaker on the “Future of Product Strategy” panel.
Jacob Borbidge, Portfolio Manager, Global Investment Solutions, Invesco, has been confirmed as speaker on the “Investment Line-Up Trends and Outlook” panel.

Quote of the Week

“Education is driving more people into the upper class.”
– Microtrends Squared by Mark Penn (Page 7)

May 29th, 2018
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