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
Director of Research
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:

• Finiverse by Wharton University of Pennsylvania, “College is a big decision. We’re here to help.” Editor’s Take: The Wharton School has launched a “multi-verse” simulation to help families to save, pay and repay the cost of education. The simulator also provides projected scenario analyses base on the career selection of the student. Test out the simulation, bookmark and share.  
• Fidelity Investments (YouTube Podcast), “529 college savings plan explained | Money Unscripted | Fidelity Investments.” Editor’s Take: Thank you Fidelity Investments for creating and sharing this high energy video on education financial planning built off interviews of parents and the Fidelity Investments team including Corey Latham. Watch, learn and enjoy.
• Ohio 529, CollegeAdvantage, “Ohio 529 answers your “What if questions.” Editor’s Take: Thank you OTTA for creating and sharing questions to common questions with links to sources. Read the questions and answers, learn and share. 
• 529 Insiders, “4Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of December 31, 2024.
• ISS Status Boards: K-12, Student Loans & Apprenticeships, and 529 to Roth Distributions

Please Save the Dates for 529 Conference 2025 by ISS Market Intelligence:

• Dates: September 29 – October 1, 2025
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida, USA
• Registration: Register here
• Hotel Room: Book in event room block 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 Day of Panels, Presentations & Roundtables
• Updates:
  • Thank you Secure Ideas of the Presenting Sponsorship
  • Thank you Orion for the Branding Sponsorship
  • Registration has been opened online here
  • Registration tab has been added to the event website here
  • Event Hotel Room Block has been released and is available for booking here
  • Venue tab has been added to the event website here