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:

• Oregon State Treasury Newsroom, “Oregon College Savings Plan rebrands to “Embark” with a fresh focus on all future paths.” Editor’s Take: The rebrand successfully aligns with the expanded educational and career pathways to success for families using 529s. Additionally, Oregon Treasury Savings Network was relabeled to Upward Oregon. In support of these two updates, the Embark website has been updated with educational videos inspiring families to begin their journey, and the social media for the program has been updated accordingly as well (Instagram, YouTube, Facebook). Learn more about the rebrand, subscribe to the social media feeds, and thank you Upward Oregon for raising awareness and understanding of 529s.
• Fidelity, “The best states for taxes.” Editor’s Take: Though not directly related to 529s, this article does provide an intriguing national view on the effective tax rate when including state and federal taxes for families and therefore does provide an initial gateway into thinking about saving in a tax efficient manner including 529s for future educational and career training expenses.
• SVA Certified Public Accountants, “The Biz Beat – Episode 19: 529 plans, Intel’s equity shift, charitable above-the-line deductions.” Editor’s Take: This accounting and tax firm provided an update on 529s from a tax perspective in their most recent Youtube video podcast. Overall, this video shows how accountants, advisors and estate planners can gather business by creating and sharing content on 529s and education financial planning publicly and with their clients. Watch, 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
• Special Thank You to the Sponsors of 529 Conference 2025: 
  • Ascensus
  • Backer
  • Backpack
  • BlackRock
  • Capital Group | American Funds
  • Catalis
  • Chapleau Law Group
  • Columbia Threadneedle Investments
  • Dimensional
  • Fidelity Investments
  • Flywire
  • Franklin Templeton
  • Goldman Sachs Asset Management
  • Inktel Contact Center Solutions
  • Invesco
  • J.P. Morgan Asset Management
  • Manulife Investments | John Hancock
  • MFS
  • New York Life
  • Orion
  • Pacific Life
  • Prudential
  • Scholar’s Edge and Principal
  • Secure Ideas
  • SS&C Technologies
  • T. Rowe Price
  • TIAA
  • Vestwell
  • Worldpay

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.