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, “Target Market Analysis 2023: Trend of Parents Using 529s in 2023 vs 2017-2019.” Editor’s Take: What percentage of parents save for education with 529s in 2023, and how does that compare to pre-COVID levels in 2017, 2018, and 2019? Click the link to learn more.
• The College Investor, “Student loan repayment will restart in September – Yes, really this time.” Editor’s Take: Education financial planning importance and focus is set to surge once the student loan debt repayment starts in September. An increase in discuss on student loan debt repayment will increase mindshare and focus of families on education financial planning, and therefore in turn focus by advisor. Click the link to learn more.
• CNBC, “These lesser-known tax tips may help college-bound families.” Editor’s Take: The article provides a power insight on the comparison of three payment options. Timely topic and concept, and potentially worth promoting further. Read, learn and share.
• Ohio’s 529 Plan, CollegeAdvantage, “Fifth Third Increases Two Ohio 529 CD Rates.” Editor’s Take: The rising interest rate environment provides an opportunity for investors to take a look at and learn more about 529 CD rates. Click the link to learn more about how Ohio’s 529 Plan, CollegeAdvantage, provides families with access to CD’s through Fifth Third Plan.
• College Savings Plan Network, “The transformative power of higher education.” Editor’s Take: Timely topic and well stated. The backdrop of student loan payments restarting and the growing chorus of college affordability and the value of higher education, this article reiterates the important underlying storyboard. Read, bookmark, and share to help get the message out. In the interim, thank you Lael for writing and sharing this important message. 
• 529 Insiders, “ISS Market Intelligence Releases Annual 529 Industry Analysis Report.” Editor’s Take: Based on a proprietary survey of parents fielded in April 2023, this report provides an overview of the education financial planning landscape, 529 landscape, legislative impacts, demographic drivers, product developments, marketing initiatives, distribution enhancements and more. 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.

Here is what you need to know from stories, research, and data released this week:

• Illinois ABLE News & Updates, “Special Olympics Illinois Global Messenger achieves more with her IL ABLE Account.” Editor’s Take: Congrats and thank you Illinois for creating and sharing this insightful article on how ABLE accounts make a meaningful impact on the lives of families. Read this article to learn more.
• St. Louis Arc, “Understanding how Special Needs Trusts and ABLE Accounts can be used.” Editor’s Take: This educational 38 minute video covers a number of important and timely topics with links to specific sections in the video, and links to important websites and sources. Click, bookmark 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 by ISS Market Intelligence: 5th Annual In-Person Dedicated Event on ABLE Accounts
  • What: With the launch of ABLE accounts in 2016, we’re dedicating sessions at the 529 Conference 2023 to product training, networking and best practices on how organizations are involved in the ABLE industry, and how they can successfully evolve to drive growth of ABLE accounts from a consumer, legislative, product, marketing, distribution and outlook perspective. Help build momentum and join the conversation by registering for the event today. 
  • Dates: September 21, 2023
  • Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
  • Venue: Link to event room block here.
  • Registration: Now open here, and the early bird registration rate ends on June 15, 2023.
  • Agenda: Now available here.
  • Agenda Updates: 
    • David Sitcovsky, Senior Director of Policy & Federal Government Affairs, Autism Speaks, has been confirmed as a panelist on the “ABLE Outlook: Challenges & Opportunities” ABLE Summit 2023 panel.

• Dates: 529 Conference 2023 will be held from September 19-21, 2023
• Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
• Venue: Link to event room block here.
• Registration: Now open here, and the early bird registration rate ends on June 15, 2023.
• Agenda: Now available here. 
• Agenda Updates: 
  • David Haughton, JD, Team Lead, Advanced Planning, Commonwealth Financial Network^®, has been confirmed as a speaker on the “Top-5 Education Financial Planning Strategies” 529 Conference panel.
  • Travis Brickfield, Manager – Mutual Fund, ETF, and 529 Plan Product Specialists, Raymond James, has been confirmed as a speaker on the “Top-5 Education Financial Planning Strategies” 529 Conference panel.
  • Session descriptions have been added to all 529 ‘Essentials’ Seminar sessions.

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