529 & ABLE Solutions 2020 Webinar Series: Registration

Please join us each month as we build awareness, understanding and prioritization of 529s & ABLE solutions, by sharing industry-relevant news, product training, and best practices.

PAST EVENTS
All past webinars are available to watch on demand by checking its corresponding box on the register form.
529 Employer Channel Webinar
Thursday, July 30, 2020
Watch On-Demand
Hosted by Paul Curley, Director of Savings Research at ISS Marketing Intelligence, the webinar discussed the employer channel from a usage, employer benefits and state tax incentive perspective. In addition to historical usage, the session provided insight into the channel outlook from legislative, market data and proprietary survey trends.

July's webinar session also spotlighted key findings from the 529 Industry Analysis report, Q2 data highlights and 529 & ABLE industry announcements.
PRESENTER:
Paul Curley, CFA
Director of Savings Research

529 Direct Channel, Demographics & Back to School Webinar
Thursday, August 27, 2020
Watch On-Demand
The webinar covered landscape updates and trends in the 529 direct channel, reviewed participant demographics based on proprietary research by ISS Market Intelligence, discussed FAFSA and financial aid updates, and examined back-to-school trends and recent developments.

Additionally, the session highlighted 529 and ABLE industry announcements, 2Q 2020 quarterly data updates, provided a preview of the 529 Virtual Conference, and closed with Q&A.
PRESENTER:
Paul Curley, CFA
Director of Savings Research

529 Advisor Channel & Stable Value Product Webinar
Friday, October 30, 2020
Watch On-Demand
The October monthly webinar, sponsored by New York Life Investments, discussed the 529 advisor channel, updates to the advisor-sold status boards, and product training on Stable Value. In addition to a conversation on capital preservation investment options, the session provided best practices for due diligence, and a discussion on commons myths and misconceptions regarding the different structures.

Additionally, the presentation highlighted 529 & ABLE industry announcements, research and market data updates, and Q&A throughout.
PRESENTERS:
Paul Curley, CFA
Director of Savings Research
ISS Market Intelligence
Edward Kaminski, CIMA®
Senior Business Consultant
New York Life Stable Value

SPONSORED BY:

529 Year-End Planning & Recap Webinar
Wednesday, December 9, 2020
Watch On-Demand
Hosted by Tim Gorrell, Executive Director of Ohio’s 529 CollegeAdvantage, and Paul Curley, Director of Savings Research at ISS Market Intelligence, December's webinar closed out the 2020 calendar by providing 529 product reminders, tips and best practices, round-up of the Top 5 trends in 2020, and outlook for 2021 and beyond.

Sponsored by Ohio's 529 Plan, CollegeAdvantage, the session highlighted 529 and ABLE industry announcements, market data updates, and a preview of the 529 Distribution Analysis 2020 based on a new proprietary survey of advisers.
PRESENTERS:
Paul Curley, CFA
Director of Savings Research
ISS Market Intelligence
Tim Gorrell
Executive Director
Ohio’s 529 Plan | CollegeAdvantage

SPONSORED BY:

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