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
Twitter: @PaulCurleyBC

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

• Today, “How to start investing money early for your children.” Editor’s Take: Sharon Epperson of CNBC provided an educational update on 529s on the Today show, highlighting and summarizing the recent 529 legislative expansion due to the 2025 tax bill (see link to bill language here). Thank you Sharon and Today for raising awareness and understanding of 529s and education financial planning strategies. Watch to learn more.
• Edvest529, “Celebrate college savings month with a $50 bonus from the Edvest 529 college savings plan.” Editor’s Take: In celebration of college savings month (as proclaimed and announced by Wisconsin Governor Evers in partnership with the Wisconsin Department of Financial Institutions here), Edvest529 is offering an incentive to new account owners between September 8-26, 2025, and click the link to learn more.
• Prudential, “Plan stability meets plan growth.” Editor’s Take: This 12-page white paper provides an educational history, overview and discussion on the use and inclusion of the stable value asset class in 529 products. I always learn from this type of content, and so I’m sharing to the 529 Dash community to provide an opportunity for the community to continue to learn something new. Or as I like to write and say: Read, Learn and Grow.
• 529 Insiders, “2Q 2025 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of June 30, 2025.

• Dates: September 29 – October 1, 2025
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida, USA
• Registration: Register here
• Hotel Room: Book 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:
  • Stephen Jagard, Vice President, 529 Sales Specialist, US Wealth Advisory, BlackRock, has been confirmed as a speaker on the “Top-5 Education Financial Planning Strategies” panel.
  • Session descriptions are in the process of getting added to the online agenda.
  • Event tagline has been updated to “Required market intelligence for 529 plans”
  • Event banners have been updated on the event website.

Please forward the e-newsletter to others 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.