Paul Curley, Director of Savings Research at ISS Market Intelligence, hosted a 529 Primer & Industry Landscape Update webinar on March 31, as part of the 529 & ABLE Solutions 2020 Webinar Series. The session covered college financial planning landscape trends, product training on the fundamentals of 529s, and drivers, themes and opportunities going forward. The presentation also highlighted proprietary data and quotes from our annual survey of parents and financial advisers, as well as insights and best practices learned from the product training sessions, interviews and industry engagement.
By Paul Curley , CFA; Director of Savings Research, 529 & ABLE Solutions; ISS Market Intelligence
