Editor's Picks

– 529 Insiders
– News & Research
– Data
– ABLE Act Column
– Events

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers and institutions 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
paul.curley@strategic-i.com
Twitter: @PaulCurleyBC

529 Insiders

College Funding Coach Fly-In 2019: Executive Summary:

  • Paul Curley of Strategic Insight presented at the College Funding Coach Fly-In 2019 by Brock Jolly on “529 Essentials Seminar 2019”

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News & Research: Article Round-Up

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

  • Student Loan Hero, “Nearly 8 in 10 parents say saving for college harder than anticipated.” Editor's Take: The article highlights that the number one priority for parents is saving for education at 39%, compared to paying off debt at 25% and saving for retirement at 17%. Therefore advisors and employers have an opportunity to address and fill the need by having the college financial planning discussion with their clients and employees. Read the other top 2 reasons to do the college financial planning business in the 529 Insiders article here.
  • CollegeInvest (YouTube Video), “How to attract and retain talent.” Editor's Take: Watch the video to learn more about college financial planning employer benefits, and thank you CollegeInvest for creating and sharing this video.
  • 529 Insiders, “Target Market Analysis: Trend in Age of Beneficiaries, 2018.” Editor's Take: The industry has been analyzing the average age of beneficiaries, and this articles provides a status update from our Strategic Insight 529 Industry Analysis 2018. Please contact Strategic Insight if you are interested in subscribing to the 2019 version of the report to get an update on this table.
  • Webinar by Ivy Investments and Chris Stack, “Maximizing the value of 529 plans.” Editor's Take: Ivy Investments and Chris Stack will host a webinar on Septmeber 9th, and click the link to register.
  • Forbes, “Are you using the right college savings plan?” Editor's Take: Thank you Brian Boswell for creating and sharing your insight on 529 savings and prepaid plans.

Data: 2Q 2019 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.

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ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • CNBC, “There’s a game-changing way for people with disabilities to save. Few are using it.” Editor's Take: Thank you Sharon Epperson for creating and sharing this article on ABLE accounts, and thank you for sourcing Strategic Insight in the article.
  • Social Security Administration, “What you need to know about your supplemental security income (SSI) when you turn 18.” Editor's Take: ABLE is covered on page 9 of the flier. Click the link to bookmark for future reference.
  • Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you MEFA, Sharon Epperson and NDSS for helping to build awareness and understanding of ABLE accounts.

Events: SI 529 Conference 2019

When: September 23-25, 2019
Where: Ritz-Carlton, Amelia Island, Florida.
What: The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 and ABLE ecosystem.
How: Register here.

Read more
 
September 3rd, 2019
Contact Us
EDITORIAL: Paul Curley
paul.curley@strategic-i.com
Advertising:Austin Ulep
austin.ulep@strategic-i.com
   
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This newsletter has been prepared using information and sources we believe to be reliable; however, we make no representation as to its accuracy, adequacy or completeness, nor do we assume responsibility for any errors or omissions or for any results obtained from the use of this report, including any action taken with respect to securities referred to in this report. Our employees may from time to time acquire, hold or sell a position in securities mentioned herein. We may from time to time perform services for any company mentioned in this report. This report is not a prospectus or representation intended to use in the purchase or sale of any securities mentioned in this report.