Editor's Picks

Issue 223:
– 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
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

Monthly Webinar Series

529 Advisor Channel & Stable Value Product Webinar:

  • Hosted by Edward Kaminski, Senior Business Consultant at New York Life Stable Value and Paul Curley, Director of Savings Research at ISS Market Intelligence, the October monthly webinar will discuss the 529 advisor channel, updates to the advisor-sold status boards, and product training on Stable Value. In addition to a conversation on capital preservation investment options, the session will provide best practices for due diligence, and a discussion on commons myths and misconceptions regarding the different structures.
  • Additionally, as covered every month, the presentation will provide 529 & ABLE industry announcements, research and market data updates, and question and answer opportunities throughout.

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:

  • Education Dive, “Pandemic has shaken colleges’ future enrollment prospects: survey.” Editor’s Take: The article provides key talking points from a survey of nearly 400 college enrollment officers from NACAC (National Association for College Admissions Counseling). While the landscape of education may change in the near term, the importance of education financial planning will only continue to grow. Read the article to learn more.
  • The College Funding Coach, “10 items you should research before ever committing to a college. Editor’s Take: Thank you Brock Jolly for creating and sharing this article, and visit the website to look at the robust list of upcoming webinars as well.
ABLE Act Column

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

  • Journal of Accountancy, “ABLE account final rules provide wide-ranging guidance.” Editor’s Take: Great round-up of IRS issuing final rules for ABLE accounts, and thank you for your coverage. 
  • Philadelphia Inquirer, “1 in 6 Pennsylvania voters has a disability. Why don’t candidates campaign for their support?” Editor’s Take: The article includes first-hand talking points on life with a disability, and therefore may provide some insight and perspective of ABLE account users and their families. Read the article to learn more.
 
October 26th, 2020
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising:Austin Ulep
austin.ulep@issmarketintelligence.com
   
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