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:

• Vanguard, “Saving and investing in 529 plans.” Editor’s Take: Vanguard has published its latest report on 529 investor behaviors and trends based on analysis of over 1.9 million accounts investing $56 billion in assets. Several critical themes are covered, explained and expanded upon, and the Vanguard series continues to present in both words, numbers and visuals. Thank you Vanguard for creating and sharing, and congrats on the great work by your team. Looking forward to future releases already, and click the link to learn more.
• Ohio’s 529 CollegeAdvantage, “Summer savings strategies with Ohio’s sales tax holiday.” Editor’s Take: This article provides six ideas and opportunities to save more with a 529 plan, and their article here provides a deeper dive into K-12 expenses by a guest blogger. Read, learn and grow.
• Vestwell, “Vestwell to acquire Gradifi Solutions, provider of workplace education solutions.” Editor’s Take: On July 28, 2023, Vestwell announced it has entered into an agreement to acquire Gradifi Solutions, a student loan benefits provider, from Morgan Stanley who acquired the business as part of their acquisition of E*Trade. This announcement highlights the innovation in the 529 industry overall, the expansion of the employer channel opportunity, and the ability of the 529 and ABLE industry to create and work with fintech firms to drive expansion and growth to new demographics. Read the press release to learn more.
• 529 Insiders, “1Q 2023 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 1Q 2023 (March 31, 2023)? Click the link to learn more.

• 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: 
  • LaKesha Page, Director, TNStars College Savings 529 Program | ABLE TN, Tennessee Department of Treasury, has been confirmed as speaker on the “Direct-Sold Marking Strategies” panel.
  • Marc Suhr II, Product Manager, SavingforCollege.com, has been confirmed as speaker on the “Direct-Sold Marking Strategies” panel.
  • Ben Gibbons, Director of Marketing, Ohio Tuition Trust Authority, has been confirmed as moderator of the “Emerging Trends and Opportunities” 529 Conference session.
  • Jo Halsey, Co-founder, EduFi, has been confirmed as a speaker on the “Emerging Trends and Opportunities” 529 Conference session.

• YouTube by ABLE Today, “Introduction to ABLE Accounts.” Editor’s Take: In July, ABLE Today released a six-minute video introduction to ABLE Accounts. Watch, learn and share.
• 529 Insiders, “1Q 2023 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 1Q 2023 (March 31, 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. 
  • ABLE Summit Agenda Updates: 
    • Juliana Crist, Senior Consultant, AKF Consulting Group, has been confirmed as moderator of the “ABLE Summit – Community, Legislative, Product, Marketing & Distribution Perspective” ABLE Summit session.
    • David Bell, Vice President, Vestwell State Savings, has been confirmed as a presenter on the “ABLE Summit – ABLE Outlook: Challenges & Opportunities” ABLE Summit session.
    • Session titled “ABLE Summit – Community, Legislative, Product, Marketing & Distribution Perspective” has been updated to “ABLE: Why You Should Care.”

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