Hosted by Paul Curley, CFA, Director of 529 & ABLE Research at ISS Market Intelligence, and Tim Gorrell, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, our Q4 2022 529 & ABLE Webinar, 2022 Year-End Gifting and Planning with 529s covers:
- Holiday and End-of-Year gifting strategies with 529s
- 529 Reminders, Tips and Best Practices for End-of-Year Planning
- Myth Buster Series
- 3Q 2022 529 Market Sizing and Highlight of Key Talking Points
- Industry Announcements, Product Enhancements, Legislative Updates and Research Releases
This webinar is sponsored by Ohio’s 529 CollegeAdvantage.