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:

• 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.
• High Bluff Private Wealthy (YouTube video), “529 plan explained: What every parent needs to know.” Editor’s Take: Introductory level video on 529s with some common questions and answers received by clients. This video shows that advisors do use 529s and education financial planning as a means to grow their book of business. Have the education financial planning conversation with your clients today.
• 529 Day 2025 Webinar by ISS Market Intelligence and Ohio’s 529 Plan, CollegeAdvantage, “529 Day 2025: Top Trends in 529 Plans” Webinar on May 29th at 1pm EST. 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 will provide you with: 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. Please register here for the webinar and see you there.

529 Conference 2025 by ISS Market Intelligence:

• 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
• 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
• Event Updates:
  • Andrea Feirstein, Managing Director, AKF Consulting Group, has been confirmed as presenter of the “Plan Governance & Administration Best Practices” 529 Essentials Seminar session and moderator of the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference 2025 session.
  • 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 2025 session.
  • Mark Chapleau, Esq., Founding Member, Chapleau Law Group LLC, has been confirmed as presenter of the “Federal Regulatory & Tax Framework” 529 Essentials Seminar session.
  • Mark Cain, Executive Director, my529, has been confirmed as a panelist on the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference 2025 session.

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, and hope you have some great plans lined up for 529 Day 2025!