529 Update

Paul Curley, CFA

Director of College Savings Research

pcurley@sionline.com

529conference.com

@PaulCurleyBC

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529 Update: Overview

Legislative Developments

Market Data

Strategic Insight’s 529 Research

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529 Update: Legislative Developments

Increase in Number of Annual Investment Changes

ABLE Accounts

Obama Proposal

H.R.529/S.335 Progress

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529 Update: Market Data

Retail

Advisor

Employer

Institutional

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529 Update: Strategic Insight’s 529 Research

Data

Research

Custom

Audience

529 Conference – 529conference.com

529 Dash – 529conference.com/subscribe.aspx

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529 Update: Closing – Contact Paul With Questions

Legislative Update

Market Data

Strategic Insight 529 Research