December 15, 2022

2022 Year-End Gifting and Planning with 529s

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.


By: By Paul Curley, Director of 529 & ABLE Research at ISS Market IntelligenceIntelligence

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