529 Dash, Required Reading for Your 529 Education: 
The goal of the 529 Dash is to help institutions, financial professionals, employers, and families 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:

• Raymond James (video), “Tips and tricks to financial aid and the FAFSA form.” Editor’s Take: Thank you Travis Brickfield of Raymond James and Bill Cass of Franklin Templeton for providing an update on FAFSA and its recent changes. Watch, learn and share, and looking forward to catching up in Orlando Travis and learning more about FAFSA in the 529 Essentials Seminar on Monday at the 529 Conference 2025.
• College Investor, “New 529 plan rules help fund credentials and job training.” Editor’s Take: Thank you Robert Farrington of The College Investor for highlighting how the expansion of 529 qualified expenses to credentials and credential programs will broaden the demographics and accelerate the momentum of 529s to help even more families to save and save efficiently for education and career training with 529 plans. Also, thank you for highlighting the surge in 529 assets in 2Q 2025 in the article here. Read Robert’s posts, learn, and grow.
• 529 Insiders, “2Q 2025 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of June 30, 2025.

• 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
• Agenda: Current version 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 Half Day of Panels, Presentations & Roundtables
• Event Updates:
  • Ariel Huguet, Associate, Multi-Asset Solutions Team, Goldman Sachs Asset Management, has been confirmed as a panelist on the “Investment Line-Up Adjustments for Market Volatility in 2025” 529 Conference panel.
  • Mike Starensier, Sr. Product Analyst | Wealth Management, Investment Products, LPL Financial, has been confirmed as a panelist on the “Top-5 Education Financial Planning Strategies” 529 Conference panel.
  • Brandon Goeke, Director of Operations, Florida Prepaid College Board, has been confirmed as a panelist on the “Working Lunch: 529 Partnership Opportunities to Generate Long-Term Growth” 529 Conference panel.
  • Thank you Fidelity Investment for the Sunday Welcome Reception Sponsorship.
  • Thank you Ascensus for the Wednesday Lunch Sponsorship.

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