Tag: pwd

August 10, 2019

2Q 2019 529 and ABLE Data Highlights

Here is the latest market data that can be used by the media and other organizations, and please contact Paul Curley for more information and commentary on 529 and ABLE market data, research, events and digital.

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.

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.

Sponsorship Information:
Paul Curley, CFA
Associate Director
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com

General Information:
Paul Curley, CFA
Associate Director
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com