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
Executive Director
ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• CBS Boston (video), “Trump tariffs and 529s: What effect it may have on college savings.” Editor’s Take: David Shapiro, Regional Director of Wealth at Johnson Brunetti, provides his response to CBS Boston on how the recent market volatility is impacting his approach to education financial planning with clients. In short, working with a financial advisor to proactively create and execute an education financial plan with 529s helps clients to achieve their financial goals to and through all market cycles. Increase the saving rate, save efficiently and effectively in 529s, save automatically, actively make one-time contributions throughout the year, ask for gifts into 529s, and keep asset allocation in mind. Have the education financial planning conversation today. 
• Wall Street Journal (requires subscription), “Parents about to tap 529 college accounts can’t wait out Market turmoil.” Editor’s Take: Thank you Oyin Adedoyin for your helping to raise awareness and understanding of 529s and education financial planning through your article which includes interviews with a number of different parents on their approach to education financial planning in today’s economic and market environment. Thank you Oyin for sourcing ISS Market Intelligence in the article.
• J.P. Morgan Asset Management, “College Planning Essentials.” Editor’s Take: Thank you J.P. Morgan for creating and sharing this 45-slide guide on the education financial planning landscape. There are many powerful story boards here, and I highly recommend that you bookmark it for future reference. Read, bookmark and share.
• ISS Market Intelligence, “529 Day 2025: Top Trends in 529 Plans” Webinar on May 29th at 1pm EST. Editor’s Take: Hosted by Paul Curley, CFA, Executive Director at ISS Market Intelligence, and Trisha Good, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, ISS MI’s Q2 2025 529 Day webinar will provide you with: New themes and updates on education financial planning; Key developments impacting the 529 landscape in 2025; 529 market sizing, trends and insights in 2025; 529 reminders, tips and best practices; New industry intelligence from ISS MI’s annual surveys of parents fielded in April 2025; 529 & ABLE industry announcements and product enhancements. Please register here for the webinar and see you there.
• 529 Insiders, “4Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of December 31, 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:

• Dates: September 29 – October 1, 2025
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida, USA
• Registration: Register here
• Hotel Room: Book in event room block here
• Sunday, September 28: 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
• Updates:
  • Thank you J.P.Morgan for the Presenting Sponsorship
  • Thank you Pacific Life for the Networking Refreshment Break Sponsorship

Please forward the e-newsletter to a friend to subscribe using the link here, or click “reply” anytime to connect or share feedback, thoughts, and ideas on the newsletter or industry trends. Cheers to creating a great day!