In this unprecedented pandemic time, Paul Curley and Brock Jolly will discuss the past, present, and future of 529 plans and ABLE Accounts. Learn critical updated information. This is important whether you have a 529 plan/ABLE account or are considering opening one for your children.
Paul Curley, CFA, joined ISS Market Intelligence as a research analyst in 2008 and currently oversees 529 and ABLE market data, research, events and digital 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.