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:

• Ohio Tuition Trust Authority, “Have Fun While Learning With Your Kids This Summer.” Editor’s Take: Though we are approaching back-to-school season, the article provides a number of ideas on how to engage your family with educational adventures. Read the article to learn more.
• 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.
• Forbes Advisor, “Best 529 Plans of 2023.” Editor’s Take: Building off analysis by SavingforCollege.com, the article provides a list of plans selected, tips for comparing 529s, FAQs, and more.
• Debt Free Guys with Paul Curley (YouTube Podcast), “How Changes to 529 Plans Could Fund Your Retirement.” Editor’s Take: The podcast discusses the recent expansion of 529 qualified expenses to include rollovers to Roth IRAs effective 2024. In addition to YouTube, you can listen to the podcast on Apple Podcasts, via the show notes, Spotify, and Stitcher. Listen, learn, and share, and thank you Dave and John for the opportunity to increase awareness and understanding of 529 and ABLE accounts.

• 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: Click here to book hotel room for event. 
• Agenda Updates: 
  • Kimberly Yee, State Treasurer, State of Arizona, has been confirmed as a speaker on the “Outlook for 529s in 2024 & Beyond” 529 Conference session.
  • Justin Hansen, Managing Director – Head of 529, Retail SMA & Global Strategic Accounts, MFS Fund Distributors, Inc., has been confirmed as a speaker on the “Product Strategy, Trends and Outlook” 529 Conference session.
  • The networking event from 5pm to 7pm on Tuesday has been relabeled to “Backyard BBQ brought to you by Prudential Stable Value.”
  • Session descriptions have been added to several sessions including “Investment Line-Up Trends and Outlook” and “Top-5 Education Financial Planning Strategies”
  • New York Life has been added as the Welcome Party sponsor on Monday, September 18.
  • T. Rowe Price has been added as a lunch sponsor on Tuesday, September 19.
  • Capital Group | American Funds has been added as a lunch sponsor on Wednesday, September 20.

• National Down Syndrome Society, “NDSS Advocacy Alerts.” Editor’s Take: Sign up to receive alerts, read the current updates, find legislation, find your officials and more, and thank you NDSS for creating and sharing this resource.
• Zoom, “CalABLE 2.0.” Editor’s Take: On August 23rd at 5pm EST, CalABLE will host a webinar to learn about program updates relating to the plan’s change to a new program manager of Vestwell. There will be time to learn about changes in functionality, and ask questions. Register today to learn more.
• 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.
• 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. 
  • Agenda Updates: 
    • National Down Syndrome Society has been added to the agenda as a Networking Reception Break sponsor.
    • The session at 1:45pm has updated its title to “ABLE Summit – Why you Should Care” with a session description of:
      • Community & Consumer Perspective
      • Policy and Advocacy Initiatives Update
      • Impact of ABLE Age Adjustment Act
      • Implementation, Product, Marking & Distribution Perspective

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