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:

• John Hancock Investment Management, “Portfolio Intelligence podcast: paying for college without falling into deep debt.” Editor’s Take: This podcast between Lael Oldmixon, Executive Director, Education Trust of Alaska, and John Bryson, Head of Investment Consulting, John Hancock Investment Management, provides a discussion on how to efficiently save and pay for education through a mix of 529s, work study, scholarships and loans. Listen, learn and grow, and thank you Lael and John for creating and sharing.
• Asset TV, “Masterclass: 529 Plans.” Editor’s Take: Ryan White, Senior Director, 529 Product Management, Columbia Threadneedle Investments, and Jonathan Sparling, VP, Strategic Partnerships, Private College 529 Plan, joined Asset TV to provide product training and an update on 529s. Watch, learn and grow, and insightful work Ryan and Jonathan.
• Commonwealth, “How employers can help workers save for their child’s education through 529 college savings plans.” Editor’s Take: In addition to this recently released report, the group released a thought-provoking piece on the potential benefits of integrating an emerging savings account to a 529 plan here. Read, learn and share.
• 529 Insiders, “2Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of June 30, 2024.
• ISS Status Boards: K-12, Student Loans & Apprenticeships, and 529 to Roth Distributions

Please Save the Dates for 529 Conference 2025 by ISS Market Intelligence:

• Location: Ritz-Carlton Orlando, Grande Lakes, Florida, USA
• Dates: September 29, 2025 – October 1, 2025
• Sunday, September 28, 2025: Welcome Reception
• Monday, September 29: Day 1 – 529 Essentials Seminar
• Tuesday, September 30: Day 2 – 529 Conference Panels, Presentations & Roundtables
• Wednesday, October 1: Day 3 – 529 Conference Final Day of Panels, Presentations & Roundtables

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