Select Thought Leadership and Content

Most of the work we create is proprietary for specific clients and cannot be shared publicly.  Occasionally, however, we have the opportunity to share our thinking more broadly.  Here are a few examples.   

national Association of State Treasurers
Training COnference 2023 — able tracK
THE ABLE Competitive Landscape

Banks, insurance companies, investment manager, estate planners and other have long promoted financial service products to individuals with disabilities and their familes — and continue to do so today. We will discuss who the competition is, how they market their products and services, and strategies for ABLE plans to address these challanges. <See Slides>

national Association of State Treasurers
Training COnference 2023 — able track
iMPACTING OUR dIVERSE AND vARIED aUDIENCES

ABLE accounts market to audiences that vary tremendously in terms of economic situaiton, financail goals, financial literacy, education levels, trust in financial institutions, souces of information, disability, role and more. In this session we will identify and bring to life 4 key personas — archetypes of the varied ABLE audiences — that can be used as a framework to develop inclusive, effective ABEL account marketing programs. Attendees will have the opportunity to learn about hese personas and how to use them as a planning tool. <See Slides>

ScholarShare 529 College Countdown
Inflation, the Cost of College, and 4 Things to Do About It.

Many parents may be bracing for bad news about the price of higher education. After all, college costs have been skyrocketing for a long time, more than doubling between 2000 and 2020… <Read Article>