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:

• 529 Insiders, “2Q 2023 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 2Q 2023 (June 30, 2023)? Click the link to learn more.
• Municipal Securities Rulemaking Board (MSRB), “MSRB announced FY 2024 board leadership and new members.” Editor’s Take: Congrats to MSRB on the new leadership and board members, and looking forward to future developments. Additionally of note as a past presenter at the 529 Conference (post from session here) , Ernie Lanza has rejoined the MSRB as Chief Regulatory and Policy Officer. Click the link to learn more from the press release, and congrats to MSRB for your continued leadership.

• Dates: September 19-21, 2023
• Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
• Agenda: Now available here.
• Registration: Available here and closes August 31st.
• Venue: Please click here to reserve a room in the conference room block by August 17th. The rate is $249 per night, and rooms sold out early last year and so please book early.
• Agenda Updates: 
  • Rachel Ramos, Senior Product Manager, Capital Group |American Funds, has been confirmed as a speaker on the “Product Strategy, Trends and Outlook” 529 Conference session.
  • Stephen Jobe, Senior Vice President, Vestwell, has been confirmed as a speaker on the “Emerging Trends and Opportunities” 529 Conference session.
  • Callum Bedos, Founder & CEO, Backpack, has been confirmed as a speaker on the “Emerging Trends and Opportunities” 529 Conference session.
  • Invesco has been added as a breakfast sponsor on Tuesday, September 19.
  • BlackRock has been added as a breakfast sponsor on Wednesday, September 20.
  • Orion Advisor Solutions has been added as a breakfast sponsor on Thursday, September 21.

• 529 Insiders, “2Q 2023 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 2Q 2023 (June 30, 2023)? Click the link to learn more.
• Good Morning America (YouTube), “1st look at Barbie doll with Down Syndrome.” Editor’s Take: Congrats to National Down Syndrome Society (NDSS) and Mattel on the launch, and to Kandi Pickard and Kayla McKeon for presenting the new Barbie on Good Morning America. Click the link to see the unveiling.
• ABLE Summit 2023: 5th Annual In-Person Dedicated Event on ABLE Accounts
  • Date: September 21, 2023
  • Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
  • Agenda: Now available here.
  • Registration: Available here and closes August 31st. 

Liked this newsletter?

Forward it over to a friend, or click “reply” anytime to say hello and share thoughts.

702 King Farm Boulevard, Suite 400, Rockville, MD 20850  |  +1 212-217-6884  |  issgovernance.com