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529 Webinar - August 2021

Tue, Aug 31, 2021 · 1:00 PM · Eastern Time (US & Canada)
About This Webinar

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 started 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.

Categories:
BUSINESS & FINANCE EDUCATION & LEARNING PROFESSIONAL DEVELOPMENT
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter Paul C
Director of 529 & ABLE Research, ISS Market Intelligence
Paul Curley, CFA, joined ISS Market Intelligence as a research analyst in 2008 and currently oversees 529 and ABLE market data, research, events and media products and services for institutional clients, including the 529 Conference. He is the primary contact for proprietary data aggregation and analysis of 529 plans and ABLE accounts, and authors weekly, quarterly and annual business intelligence publications on the college financial planning and ABLE market. He is also the Editor-in-Chief of the 529 Dash e-newsletter and the 529 Insiders website for financial advisers, institutions and the media. Within the role, he presents educational seminars and conferences to financial industry experts on 529 plans and ABLE accounts.
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