Editor's Picks

Issue 226:
– Monthly Webinar Series
– Data, Research & Announcements

529 Dash, Required Reading for Your 529 Education:
 The goal of the 529 Dash is to address the specific needs and concerns of institutions, advisers and financial professionals 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
529 & ABLE Solutions, ISS Market Intelligence
Twitter: @PaulCurleyBC

Monthly Webinar Series

529 Year-End Planning & Recap (December 9th): 

Please join us for the 529 Year-End Planning & Recap Webinar, sponsored by Ohio’s 529 Plan, CollegeAdvantage. Hosted by Tim Gorrell, Executive Director of Ohio’s 529 CollegeAdvantage, and Paul Curley, Director of Savings Research at ISS Market Intelligence, December’s webinar will close out the 2020 calendar by providing year-end reminders, tips and best practices, round-up of the Top 10 trends in 2020, and discuss the outlook for 2021 and beyond.

The session will also highlight 529 and ABLE industry announcements, market data updates, preview the 529 Distribution Analysis 2020 based on a new proprietary survey of advisers, and include Q&A with Tim and Paul.

Read more
529 & ABLE Act Column

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

  • 529 Insiders, “3Q 2020 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was 529 and ABLE market sizing as of 3Q 2020, and how does that compare to recent quarters? Click to learn more.
  • YouTube, “BRN Weekly for Saturday, November 14, 2020.” Editor’s Take: Mary Morris, Chief Executive Offers of Virginia529 and ABLENow, provides insight on state-run retirement plans based on her experience in working with 529 plans and ABLE accounts. Thank you Mary for presenting at the 529 Conference 2020, and thank you Mary and Jeff Snyder for sharing your insight on this week’s BRN Weekly. Click to learn more.
  • Real Simple, “4 in 10 parents saving for college are making this really expensive mistake.” Editor’s Take: Save and save efficiently, and read the article to learn more about one of the leading causes of inefficiencies in the marketplace.
November 16th, 2020
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