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Issue 413
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529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash e-newsletter is to help institutions, financial professionals, employers, and families 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
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News, Research & Market Data Released
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Here is what you need to know from stories, research, and data released this week:
- ISS Market Intelligence 529 Day Webinar, “529 Day 2026: 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 529 Day 2026 webinar provides key themes and updates on education financial planning, developments impacting the 529 landscape, and more. Register here for the webinar on May 29, 2026 at 12pm EST.
- Geoff Welch Consulting Podcast, “Completion over competition, leading with a purpose, and running marathons as a non-athlete with Lael Oldmixon.” Editor’s Take: Lael Oldmixon, Executive Director of the Education Trust of Alaska, delivers a lively and inspiring conversation filled with fresh leadership insights, engaging stories, and practical wisdom you can use right away to spark your journey.
- Oregon State Treasury, “2026 Oregon financial wellness scorecard.” Editor’s Take: Financial wellness is a key foundation for building a strong plan to save and pay for education. This annual report provides an update on the financial health of Oregon residents, introduces a helpful Financial Fitness Check-Up, and highlights encouraging growth in education savings. Read, learn and grow.
- 529 Insiders, “4Q 2025 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of December 31, 2025.
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Events
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529 Conference 2026:
- Dates: September 23–25, 2026
- Location: JW Marriott Nashville
- Hotel Room: Book in room block here
- Event Website: Link
- Registration: Now open here
- Event Updates:
- Thank you Ascensus for the Thursday Breakfast sponsorship
- Chris Stack, Esq., Managing Consultant, Savingforcollege.com, has been confirmed as presenter of the “529 Primer & Landscape” and “Comparing College Savings Vehicles: How do 529s Stack Up?” 529 Essentials Seminar sessions and moderator of the “National Broker-Dealer’s View on Product, Marketing and Distribution Strategies” 529 Conference 2026 session.
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Please forward the e-newsletter to a friend to subscribe using the link here, or click “reply” anytime to connect or share feedback, thoughts, and ideas on the newsletter or industry trends. Cheers to creating a great day.
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