Tag: PaulCurleyBC

August 6, 2021

2Q 2021 529 and ABLE Market Sizing Highlights

What was the 529 and ABLE market sizing as of 2Q 2021?

July 25, 2019

529 Dash Podcast 2: Executive Summary of ABLE Market Data

On July 23, 2019, this short podcast on 1Q 2019 ABLE market data was created during a presentation to industry stakeholders.

July 25, 2019

Consumer Insight 2019: Trends in Parents Saving and Using 529s

What percentage of parents save for college, save for college with 529s and save for college without 529s as of 2019?

June 12, 2017

529 Webinar Replay by Strategic Insight and Legg Mason from March 29, 2017

Do your clients think using a 529 plan will hurt their chances of receiving financial aid? Get the facts.

Special Sessions

529 ‘Essentials’ Seminar
(pre-conference session – September 30)
Whether you are new to 529 plans or a seasoned pro on education financial planning, this insightful seminar will drill down into the mechanics of 529 plans and provide you with a clear understanding of the ever-evolving landscape, tax, regulatory, governance, financial aid, investment and product implications driving the market today.

ABLE Summit
(October 2)
With the launch of ABLE accounts in 2016, we’re dedicating sessions to product training, networking and best practices on how firms are involved in the industry, and how firms can successfully evolve to drive growth from a consumer, product, marketing, distribution and outlook perspective.