Editor's Picks

– 529 Insiders Article of the Week
– News
– Research
– Data
– Events
– ABLE Act Column
– Quote of the Week

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers, accountants and estate planners who sell and service families and institutions in the college financial planning process by providing industry relevant news, product training and best practices.

Please Read, Engage and Share.

Paul Curley, CFA
Editor-in-Chief of 529 Dash
Director of College Savings Research
Twitter: @PaulCurleyBC
LinkedIn: Strategic Insight 529 Dash LinkedIn Group

529 Insiders Article of the Week

Reader’s Perspective: Question and Answer with Doug Andrew, Author of “Entitlement Abolition”

How does this author and financial strategist inspire readers to leverage an abundance mindset to improve the college financial planning and education legacy planning process for families?

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News: Article Round-Up

Here is what you need to know from stories released this week.

Forbes, “Many Millennials, saddled with student debt, are determined to fund their kids’ college educations.” Editor’s Take: Make sure that you are covering the most pressing topics for your clients by having the college financial planning discussion today.
Cappex, “Top ten mistakes that can cost you financial aid.” Editor’s Take: Thank you Mark Kantrowitz for your insight on paying for college, and much appreciated.
Capstone Wealth Partners, “6 Steps to End the Student Loan Debt Crisis One Family at a Time.” Editor’s Take: Thank you Joe Messinger for writing and sharing.
Forbes, “How to apply for student loan forgiveness starting right now.” Editor’s Take: Learn tips on the repayment process for certain individuals in public service organizations.

Last Week’s Most Read Article:
Kiplinger, “The best college savings plans, 2017.” Editor’s Take: This article by Kiplinger provides 101 content followed by plan selection suggestions based on a few different factors and investor personality types. Thank you Brenda for sharing this article with me, and much appreciated.

Research: Survey Stats on the Go

Here is what you need to know from data and research released this week.

31% of Millennials worry about paying for their children’s education. Editor’s Take: Ensure that you discuss your client’s concern by having the college financial planning conversation.

Data: 2Q 2017 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, and contact Strategic Insight for more information and commentary on its proprietary data, research, events and digital publications.

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Events: 529 Conference 2017 Postponed

Revised Dates: October 16-18, 2017
Upgraded Location: Ritz-Carlton Orlando, Grande Lakes
Same Vision: A highly interactive and educational industry gathering with the entire college financial planning ecosystem.
Register: Here, and thank you for your support.

— Pre-conference optional session: ‘Essentials Seminar’ provides training on 529 plans in a constantly evolving market.
— Post-conference optional session: ‘ABLE Afternoon Summit’ provides insight and networking opportunities to support the successful implementation and growth of ABLE accounts.

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ABLE Act Column

This week’s top legislative updates, product developments, news and resources relating to ABLE accounts, which are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:
Webinar, “Updates: Special needs trusts, the ABLE Act and guardianship” by Amy O’Hara, Esq., of Littman Krooks on Tuesday, September 12th at 12pm EST.
Disability Scoop, “Feds clarify new rule for special needs trusts”
529 Insiders, “529 & ABLE 2Q 2017 529 Data Highlights.” Editor’s Take: ABLE is successfully helping a growing number of families to save for qualified expenses.

Events: ABLE Deep-Dive Afternoon Summit 2017 has been postponed to October 18, 2017 at the Ritz-Carlton Orlando, Grande Lakes. This summit provides insight and networking opportunities to support the successful implementation and usage of ABLE accounts, and please register to learn, network and grow. Thank you for your support.

Upcoming Presentations

To inquire about having Paul speak at your event, please email: paul.curley@strategic-i.com

Quote of the Week

“How much money you save is far more important than how much money you earn.”

– David Rosell, President of Rosell Wealth Management and Author of “Keep Climbing: A Millennial’s Guide to Financial Planning”

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September 11th, 2017
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