Editor's Picks

Issue 225:
– Monthly Webinar Series
– News & Research

– ABLE Act Column

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

Education Planning with 529 Plans: Generational wealth transfer and empowering future generations

  • On November 17th, please join our monthly webinar series to learn how 529 plans can be utilized to enhance your client’s tax and inter-generational wealth planning strategy.
  • CE credit (continuing education) will be available for this session.
  • Speakers will include:
    • Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence
    • Joseph Friedman, CFP, 529 Sales Director Specialist, Principal Global Investors
    • Rob Tirrell, 529 Sales Director Specialist, Principal Global Investors
    • Diego Verdugo, Director of Advisor Consulting, Principal Global Investors
    • Chris Jorgensen, Director of National Sales, Principal Advisor Network

Register today, and thank you for the support.

Read more
News & Research: Article Round-Up

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

  • 529 Insiders, “October 2020 Webinar: 529 Advisor Channel & Stable Value Product.” Editor’s Take: View the replay of the October monthly webinar on-demand here, and thank you for the support.
  • ISS YouTube channel replays of our 529 & ABLE 2020 Monthly Webinar Series:
    • October, “529 Advisor Channel & Stable Value Product”
    • August, “529 Direct Channel, Demographics & Back to School”
    • July, “529 & ABLE Employer Channel”
    • June, “529 & ABLE Product in Focus”
    • May, “529 Day: Top Trends in 529 & ABLE”
    • April, “Legislative Update”
    • March, “529 Primer & Legislative Update”
  • Sign up for our webinar series here.
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families. 
News, Research, Data & Resources:

  • ABLE NRC, “Spotlight: Texas ABLE.” Editor’s Take: On November 12th, Miranda Kennedy of ABLE National Resource Center (NRC) will host a 90-minute webinar with found panelists of Linda Fernandez of Texas Comptroller of Public Accounts, Rob Percival of Orion Advisor Solutions, Ted Galanos who is a Texas ABLE account owner, and Dr. Jane Bost who is a parent of a Texas ABLE account owner.
  • 529 & ABLE Monthly Webinar Series, “October 2020 Webinar.” Editor’s Take: The October 2020 webinar included ABLE industry announcements, data updates and discussion on industry trends. Watch the October webinar for the most recent update, and register for the webinar series here.
November 9th, 2020
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EDITORIAL: Paul Curley
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