529 Dash, Required Reading for Your 529 Education: 
The goal of the 529 Dash is to help institutions and financial professionals who help families and employers in the education financial planning process by creating and sharing industry relevant news, product training, market data and best practices, while also building awareness and understanding of the importance of 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Associate Director
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

Here is what you need to know from stories, research, and data released this week:

• Plansponsor, “529 plans continue to grow in popularity, but more education is needed.” Editor’s Take: This article highlights the results of the annual survey by Edward Jones on 529 awareness and utilization. Click the link to learn more about the survey results, and the downstream need in the marketplace to solve this issue. In the interim, the importance of education financial planning continues to rise and have the education financial planning conversation today.
• Morningstar, “Demystifying the escalating cost of education and the power of 529 plans with Tricia Scarlata.” Editor’s Take: Congrats to Tricia Scarlata of J.P. Morgan Asset Management on creating and sharing this timely podcast with Morningstar on Apple Podcasts, Spotify, Amazon Music and Pandora. Watch, listen and learn.
• ISS Insights, Webinar Replay of “529 Day 2024: Top Trends in 529 in 2024.” Editor’s Take: Hosted by Paul Curley, Director of 529 & ABLE Research at ISS MI, and Trisha Good, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, ISS MI’s Q2 2024 529 & ABLE webinar provided key themes impacting the 529 industry in 2024, market sizing trends and talking point in Q1 2024, and 529 reminders, tips and best practices. Click the link to watch the replay from 529 Day 2024, and thank you Trisha Good, Ohio Tuition Trust Authority and attendees for your collaboration and insight.
• 529 Insiders, “1Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 1Q 2024 (March 31, 2024)? Click the link to learn more.

• Registration: Now open here with the early bird rate open until June 26, 2024
• Dates: September 30, 2024 – October 2, 2024
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida; Hotel Room Block available here
• Welcome Reception: Sunday, September 29, 2024
• 529 Essentials Seminar: Monday, September 30, 2024
• Event Updates:
  • Ryan White, CFP^®, CIMA^®, Senior Director | 529 Plans, Product Management, Columbia Threadneedle Investments, has been confirmed as a speaker on the “National Broker-Dealer’s View on Product, Marketing and Distribution Strategies” 529 Conference panel.
  • Ira Gluck, Senior Director, Advertising Regulation, FINRA, and Derek Ashworth, Associate Director, Advertising Regulation, FINRA, have been confirmed as presenters of the “Municipal Rulemaking & Advertising Regulation Overview” 529 Essentials Seminar session.
  • David Smith, CFA, Managing Director, Marquette Associates, has been confirmed as presenter of the “Structuring & Evaluating the Investment Lineup” 529 Essentials Seminar session.
  • Zach Gieske, President, Stable Value Investment Association (SVIA), has been confirmed as presenter of the “529 Stable Value 101” 529 Essentials Seminar session.