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’s 529 Plan, CollegeAdvantage, “Announcements: Trisha Good Named Executive Director of Ohio’s 529 Plan.” Editor’s Take: On June 28, 2023, the Chancellor of Higher Education and OTTA’s Investment Board announced the appointment of Trisha Good as the new executive director of the Ohio Tuition Trust Authority (OTTA). Congrats to Trisha and OTTA, and click the link to read the full announcement. 
• Latino Chamber (YouTube), “CollegeInvest 529 Savings Plan Seminar.” Editor’s Take: Thank you CollegeInvest for creating and sharing this live recorded presentation with the Latino Chamber.
• InvestmentNews, “Saving for college hurts retirement for nearly 60%, survey says.” Editor’s Take: Despite the either-or nature of the article title, the sub-bullet point focuses on the ability of 529-to-IRA rollovers effective 2024 that will help families to use 529s for both retirement and education savings goals. Click the link to learn more about the SECURE 2.0 impact on 529s from the perspective of several financial advisors, and thank you Emile Hallez for sourcing and quoting ISS Market Intelligence. Click the link 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: Now open here.
• Venue: Link to event room block here.
• Agenda Updates: 
  • Hyunmin Kim, Analyst, Multi-Asset & Alternatives Manager Research, Morningstar Research Services LLC, has been confirmed as a panelist on the “Investment Line-Up Trends and Outlook” 529 Conference session.
  • Mark E. DiSipio, CIMA®, Vice President, 529 Sales Leader, US Wealth Advisory, BlackRock, has been confirmed as moderator of the “Top-5 Education Financial Planning Strategies” 529 Conference session.
  • Chris McGee, General Counsel, Virginia529, has been confirmed as moderator of the “Legislative & Regulatory Developments” 529 Conference session.

• Financial Advisor, “6 Expert Strategies for Advanced Special Needs Planning.” Editor’s Take: This article provides and overview of advanced special needs planning, and where ABLE accounts are incorporated into the creation of a comprehensive financial plan. Read the article to learn more.
• Texas ABLE, Upcoming Webinars. Editor’s Take: On August 9th at 12pm CDT, Texas ABLE will host an educational webinar on ABLE accounts. Click the link to register today. 
• 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: Now open here.
  • Agenda Updates: 
    • Adam Millson, Associate Director, Multi-Asset & Alternatives Manager Research, Morningstar Research Services LLC, has been confirmed as a panelist on the “ABLE Summit – Community, Legislative, Product, Marketing & Distribution Perspective” 529 Conference session.
    • Jose Rafael Gamboa, Vice President, Relationship Management, Ascensus, has been confirmed as a panelist on the “ABLE Outlook: Challenges & Opportunities” ABLE Summit session.

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