4Q 2022 Webinar by 529 & ABLE Solutions
By Paul Curley, CFA | paul.curley@issmarketintelligence.com | December 16, 20222022 Year-End Gifting and Planning with 529s
Hosted by Paul Curley, Director of 529 & ABLE Research at ISS MI, and Tim Gorrell, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, ISS MI’s 4Q 2022 529 & ABLE Solutions webinar on December 14, 2022, at 2pm EST was titled, “2022 Year-End Gifting and Planning with 529s,” and provided:
– 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
Click here to view a replay of the 50-minute webinar: https://insights.issgovernance.com/posts/2022-year-end-gifting-and-planning-with-529s/
This webinar was sponsored by Ohio’s 529 Plan, CollegeAdvantage. For more information, please visit: www.collegeadvantage.com
