529 & ABLE Solutions Webinar Series

The webinar series leverages 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.

August 2021 Webinar:
College Financial Planning Landscape Update 2021
Tuesday, August 31, 2021
Hosted by Paul Curley, CFA, Director of 529 & ABLE Research at ISS Market Intelligence, this webinar provided an overview of the U.S. college financial planning landscape.


Firstly, we reviewed the increasing demand for higher education by families in the United States. Secondly, we evaluated how tuition inflation continues to outpace most workers’ pay increases and, therefore, their ability to pay from their current incomes. The combination of these factors results in a widening of the college affordability gap between cost and ability to pay and, furthermore, leads to rising levels of student loan debt to fill that gap. This trend has created multiple downstream issues within the context of goal-based investing. It is here that we start to present both the concept of saving and that of saving efficiently with 529 plans as the solution to the widening college affordability gap.


Additionally, the session covered updates in 529 and ABLE plans from a 2Q 2021 market data, legislative, product, marketing and distribution perspective.

April 2021 Webinar:
529 & ABLE Industry Update and 529 ETF Trend Analysis
Wednesday, April 28, 2021
Hosted by Paul Curley, CFA, Director of 529 & ABLE Research at ISS Market Intelligence, the webinar covered 1Q 2021 market trends in 529 and ABLE plans from a legislative, product, marketing and distribution perspective. In addition to discussing new data and research analysis on trends in ETF demand and usage in 529 savings plans, April's webinar session spotlighted key findings from the 529 Industry Analysis 2021 report, 1Q 2021 529 & ABLE data highlights and 529 & ABLE industry announcements.

February 2021 Webinar:
2020 Impact on the 529 Industry
Sponsored by:
Wednesday, February 24, 2021
Available On-Demand
Hosted by Tarun Garg, CFA, Head of College Savings at BlackRock, Devin McCarthy, Managing Director at NASDAQ Fund Network, and Paul Curley, Director of Savings Research at ISS Market Intelligence, February’s webinar provided commentary and data analysis of how 2020 has impacted the 529 industry market trends going forward compared to 2008, how advisers have adapted to the industry landscape based on market insight and a new survey for advisers, and how the industry is reaching a new level of transparency and awareness based on a new partnership between NASDAQ Fund Network and BlackRock.

January 2021 Webinar:
Education Planning with 529 Plans
Generational Wealth Transfer and Empowering Future Generations
Sponsored by:
Wednesday, January 27, 2021
Available On-Demand
Starting off 2021, January’s webinar, sponsored by Principal Global Investors, discussed how 529 plans can be utilized to enhance your clients tax and inter-generational wealth planning strategy. Joseph Friedman, CFP, and Rob Tirrell, 529 Specialists at Principal for the Scholar's Edge 529 Plan, provided education and product training on 529 plans, share best practices, and debunk common savings myths.

The session closed with an interview and Q&A with Principal Financial Network on how education planning can help financial professionals broaden relationships with new and existing clients.

December 2020 Webinar:
529 Year-End Planning & Recap
Sponsored by:
Wednesday, December 9, 2020
Available On-Demand
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 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.

October Webinar:
529 Advisor Channel & Stable Value Product
Sponsored by:
Friday, October 30, 2020
Available On-Demand
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.

September Event:
529 Virtual Conference
September 21 - 25, 2020
Online Conference
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.

August Webinar:
529 Direct Channel, Demographics & Back to School
Thursday, August 27, 2020
Available 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.

July Webinar:
529 Employer Channel
Thursday, July 30, 2020
Available On-Demand
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.

June Webinar:
529 & ABLE Product in Focus
Tuesday, June 30, 2020
Available On-Demand
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.

May Webinar:
529 Day 2020 - Top Trends in 529 & ABLE
Friday, May 29, 2020
Available On-Demand
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.

April Webinar:
Legislative Update 2020
Thursday, April 30, 2020
Available On-Demand
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.

March Webinar:
529 Primer & Industry Landscape Update 2020
Tuesday, March 31, 2020
Available On-Demand
The March session covered college financial planning landscape trends, product training on the fundamentals of 529s, and drivers, themes and opportunities going forward.
MORE INFO
529 & ABLE Solutions:
Our team provides a 360-degree approach to benchmarking, understanding and growing the 529 College Savings and ABLE Account industry. Learn more >

Webinar Host:
Paul Curley, CFA
Director of Savings Research
@PaulCurleyBC

Questions:
Please contact our