Announcing our 529 & ABLE Solutions
2020 Webinar Series
The webinar series will leverage technology to address the specific needs and concerns of advisers and institutions who sell and service families and employers in the education financial planning process. 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.
529 Primer & Industry Landscape Update 2020
Tuesday, March 31, 2020
The March session covered college financial planning landscape trends, product training on the fundamentals of 529s, and drivers, themes and opportunities going forward.
Thursday, April 30, 2020
April's webinar presented an update on the SECURE Act, including the expansion of 529 qualified distributions to student loans and apprenticeships. Additionally, the webinar discussed the expansion and impact of qualified distributions to K-12.
529 Day 2020 - Top Trends in 529 & ABLE
Friday, May 29, 2020
Our 529 Day webinar highlighted the top trends in 529 plans and ABLE accounts. The session discussed where the college financial planning industry is today and what trends we see impacting the industry landscape going forward.
529 & ABLE Product in Focus
Tuesday, June 30, 2020
The webinar session provided attendees with an overview of the unique product structures of 529 plans and ABLE accounts from an investment line-up, platform structure and functionality perspective.
Thursday, July 30, 2020
July's webinar discussed the employer channel from a usage, employer benefits, and state tax incentive perspective. In addition to covering historical usage, the webinar provided insight into the channel outlook from legislative, market data and proprietary survey trends.
529 Direct Channel, Demographics & Back to School
Thursday, August 27, 2020
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.
September 21 - 25, 2020
The 529 Conference is the annual industry gathering with the entire 529 and ABLE ecosystem. Through a series of online panels, presentations and virtual networking, the conference drills down into the most significant trends, challenges and opportunities facing the industry today.
529 Advisor Channel & Stable Value Product
Friday, October 30, 2020
Hosted by Edward Kaminski, Senior Business Consultant at New York Life Stable Value and Paul Curley, Director of Savings Research at ISS Market Intelligence, the October monthly webinar discussed the 529 advisor channel, updates to the advisor-sold status boards, and product training on Stable Value.
529 Year-End Planning & Recap
Wednesday, December 9, 2020
10 AM PT / 1 PM ET
Hosted by Tim Gorrell, Executive Director of Ohio’s 529 Plan CollegeAdvantage, and Paul Curley, Director of Savings Research at ISS Market Intelligence, December's webinar will close out the 2020 calendar by providing 529 product reminders, tips and best practices, round-up of the Top 5 trends in 2020, and discuss the outlook for 2021 and beyond.