Editor's Picks

Issue 264:
– 529 Virtual Conference 2021
– 529 & ABLE News & Research

529 Dash, Required Reading for Your 529 Education:
 The goal of the 529 Dash is to help institutions and financial professionals who help families and employers in the college 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 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Director of 529 & ABLE Research
ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

Events: 529 Virtual Conference 2021

When: November 2-4, 2021

Where: Virtual

What & Why: The 529 Conference is a highly interactive and educational industry gathering where you’ll learn from and network with the entire 529 and ABLE ecosystem to ensure product training, insight and networking across the 529 and ABLE community.

How: Register now

Agenda Announcements:

  • Edward Kaminski CIMA®, Senior Business Consultant, New York Life Stable Value, has been confirmed as a speaker on the “Product Strategy, Trends, and Outlook” 529 Conference panel.
  • Rob Percival, SVP, Strategic Relationships, Orion Advisor Solutions, has been confirmed as a speaker on the “Product Strategy, Trends, and Outlook” 529 Conference panel.
  • Jacob Borbidge, Senior Portfolio Manager, Global Investment Solutions, Invesco, has been confirmed as a speaker on the “529 & ABLE Investment Line-Up Trends and Outlook” 529 Conference panel.
  • Esme Eppell, AVP, ABLE Product Manager, PNC Bank, has been confirmed as moderator of the “ABLE Implementation: Product, Marketing & Distribution Perspective” ABLE Summit panel.
  • Sarah PenningtonBrand Manager, ABLEnow, has been confirmed as a speaker on the “ABLE Implementation: Product, Marketing & Distribution Perspective” ABLE Summit panel. 
  • Dante Allen, Executive Director, California ABLE Board, has been confirmed as speaker on the “ABLE Implementation: Product, Marketing & Distribution Perspective” ABLE Summit panel. 
  • Eric Ochmanek, Director of STABLE Account, Ohio Treasurer’s Office, has been confirmed as a speaker on the “ABLE Implementation: Product, Marketing & Distribution Perspective” ABLE Summit panel. 
  • David Smith, CFA, Managing Director, Marquette Associates, has been confirmed as moderator of the “529 & ABLE Investment Line-Up Trends and Outlook” 529 Conference panel.
529 & ABLE News & Research

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

  • Spotify by Finance Fundaments, “Ep. 38 – Who has your back? Tackle student debt and change the narrative with 529 plans and more.” Editor’s Take: Jordan Lee of Backer shares his story and insight on the importance of education financial planning and 529s as a means to reduce or eliminate student loans. Listen, learn, and share.
  • Audiocast by Morgan Stanley, “Investing for Future Education Expenses.” Editor’s Take: Jen Tierney of Morgan Stanley and Chris Stack of SavingforCollege.com team up to provide an overview on 529s and education financial planning. Listen, learn, and share.
  • Webinar by Commonwealth, “Liquid savings and expanding access to 529s to close the wealth gap.” Editor’s Take: Commonwealth provides a discussion on this topic with speakers from the Pennsylvania Treasury and Alfond Scholarship Foundation. Click the link to register.
  • Nasdaq Tradetalks, “The additional Benefits that college savings plans offer.” Editor’s Take: Sandie Palmer, Head of 529 Distribution, Franklin Templeton, shares her insight on the benefits of 529s beyond Federal tax deferred growth.
  • ABLE Age Adjustment Act Status Board: The bill would increase the age of onset for eligibility to open an ABLE account from 26 years old to 46 years old. As of October 1, 2021, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 12 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 70 cosponsors
 
October 4th, 2021
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising: Paul Curley
paul.curley@issmarketintelligence.com
   
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