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
Executive Director
ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• On-Demand Access to 529 Day 2025 Webinar by ISS Market Intelligence and Ohio’s 529 Plan, CollegeAdvantage, “529 Day 2025: Top Trends in 529 Plans.” Editor’s Take: Hosted by Paul Curley, CFA, Executive Director at ISS Market Intelligence, and Trisha Good, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, ISS MI’s Q2 2025 529 Day webinar provided: New themes and updates on education financial planning; Key developments impacting the 529 landscape in 2025; 529 market sizing, trends and insights in 2025; 529 reminders, tips and best practices; New industry intelligence from ISS MI’s annual surveys of parents fielded in April 2025; 529 & ABLE industry announcements and product enhancements. Click the link above for on-demand access to the webinar.
• Federal Reserve Bank of New York, “The college economy: Educational differences in labor market outcomes.” Editor’s Take: The article summarizes that the college premium continues through increased income, lower unemployment and other metrics, and has in fact increased since pre-pandemic levels. Read and bookmark.
• Channel 2 News (WDTN), “Save for your future education with Ohio’s 529 plan.” Editor’s Take: Thank you Living Dayton of Channel 2 News (WDTN-TV) for your coverage of 529 Day with an interview of Trisha Good of Ohio’s 529 Plan, CollegeAdvantage. Click the link to watch the live TV coverage in Living Dayton, and have the education financial planning conversation today.
• 529 Insiders, “1Q 2025 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of March 31, 2025.

• Dates: September 29 – October 1, 2025
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida, USA
• Registration: Register here; Early Bird rate available through June 27, 2025
• Hotel Room: Book in event room block here
• Agenda: Current version here
  • Sunday, September 28: Welcome Reception
  • Monday, September 29: Day 1 – 529 Essentials Seminar
  • Tuesday, September 30: Day 2 – 529 Conference Panels, Presentations & Roundtables
  • Wednesday, October 1: Day 3 – 529 Conference Final Half Day of Panels, Presentations & Roundtables
• Event Updates:
  • Zach Gieske, President, Stable Value Investment Association (SVIA), has been confirmed as a co-presenter of the “529 Stable Value 201” 529 Essentials Seminar session.
  • Ben Soltsov, Vice President & Portfolio Manager, GSAM, has been confirmed as a co-presenter of the “529 Stable Value 201” 529 Essentials Seminar session.
  • Maya Pillai, AVP, Head of Stable Value Wrap, Pacific Life, has been confirmed as a co-presenter of the “529 Stable Value 201” 529 Essentials Seminar session.
  • Agenda: Preliminary agenda with session titles, dates, times and confirmed speakers to date is now available online here.

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