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:

• Motley Fool Podcast, “529 plans, 401(k) plans, and using any extra money from Washington.” Editor’s Take: Thank you Martha Kortiak Mert and Saving For College for raising awareness and understanding of 529 plans on The Motley Fool Podcast. Appreciate all that you do. Listen, learn and share.
• Future Scholar Blog, “‘One Big, Beautiful Bill Act’ provides Future Scholar families even more flexibility for a lifetime of learning.” Editor’s Take: Thank you South Carolina State Treasurer Curtis Loftis for creating and sharing this update on how families can leverage the expansion of qualified expenses as part of the new legislation in their education and career training planning process. Timely topic, and read the article to learn more.
• Federal Reserve Bank of New York, “Household debt and credit report.” Editor’s Take: As of 2Q 2025, households carried over $1.64 trillion in student loans with 10.2% of that aggregate amount over 90 days delinquent. 529s provide families with an opportunity to plan, save and pay for educational expenses. Have the education financial planning conversation today.
• MEFA, “MEFA webinars: Saving for college.” Editor’s Take: On September 18th at 6:30pm, MEFA is hosting an educational webinar on 529s and click the link to learn more and register. 
• 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 in event room block here by September 5th. If a particular night is not available when booking online with this link, please contact Paul Curley and the ISS MI event operations team for help in booking the room directly with the hotel. 
• 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:
  • Thank you BlackRock for the “First Drop” Coffee Gift Card sponsorship.
  • Thank you Franklin Templeton for the Party on the Lawn sponsorship.
  • Session descriptions are in the process of getting added to the online agenda.

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.