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:

  • Empower Retirement, “Empower Retirement unveils student debt solution to help employees take action on repayment.” Editor's Take: In 2019, Empower Retirement in partnership with CommonBond will launch a platform that helps employers to contribute to their employee's student loans. The platform also provides analytical tools and education. Together, it is an example of college financial planning employer benefits on the rise.
  • WealthManagement.com, “Financial advisor revenue reaches record high despite drop in assets.” Editor's Take: As discussed in the article and confirmed in my research, college financial planning with 529 plans and special needs planning with ABLE accounts help advisors to build and protect their book of business. Have the discussion today.
  • Georgetown University Center for Retirement Initiatives, “The impact of student loan debt on older Americans.” Editor's Take: College financial planning has important links to retirement financial planning and other important financial goals. Help your clients to save and save efficiently.

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:

  • Wilmington Biz Insights, “ABLE Act creates tax-sheltered option to provide for disabled family member.” Editor's Take: Thank you for building awareness and understanding of ABLE accounts.
  • Akron Legal News, “Collaboration at state level promotes disabled Ohioans' savings, investment.” Editor's Take: The article highlights partnerships between the STABLE program and the community.
  • 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 CalABLE and Oregon ABLE Savings. 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:

  • Andrea Feirstein, Managing Director, AKF Consulting Group, has been confirmed as moderator of the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference session.

Read more
 
May 6th, 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.