Cradle to Golden Years: Education Savings for a Lifetime
Tuesday, March 19 – Thursday, March 21, 2024
Hotel Bardo
Savannah, Georgia
Agenda
Cradle to Golden Years: Education Savings for a Lifetime
Tuesday, March 19 – Thursday, March 21, 2024
Hotel Bardo
Savannah, Georgia
Agenda
Tuesday, March 19, 2024
| 2:00 pm–5:30 pm | Conference Registration |
| 2:00 pm–5:00 pm | Board Meeting (CSF Board Members only) |
| 5:30 pm–7:00 pm | Opening Reception |
Wednesday, March 20, 2024
| 7:30 am–8:30 am | Breakfast |
| 8:30 am–8:45 am | Welcome to the CSF Conference |
| 8:45 am–9:45 am | Keynote Speaker: Alicia Rainwater, The Center for Generational Kinetics |
| 9:45 am–10:15 am | FAFSA Simplification: What We All Need to Know |
| 10:15 am–10:30 am | Break |
| 10:30 am–11:15 am | Financial Literacy: Insights to Optimize Financial Wellness, Literacy, and Educational Opportunities |
| 11:15 am–12:15 pm | Roth Rollover Update |
| 12:15 pm–1:30 pm | Lunch at hotel |
| 1:30 pm–2:30 pm | Capital Market Update – Market Outlook in a Challenging Economy |
| 2:30 pm–3:15 pm | Preparing 529 plans for the AI Revolution |
| 3:15 pm–3:30 pm | Break |
| 3:30 pm–4:15 pm | Advisor Session |
| 4:15 pm | Adjournment |
| 5:00 pm–6:30 pm | Evening Reception at Hotel |
Thursday, March 21, 2024
| 7:30 am–8:30 am | Breakfast |
| 8:30 am–9:30 am | Federal Legislative Issues/Regulatory Update |
| 9:30 am–10:30 am | Emerging Trends in Higher Education/Admissions |
| 10:30 am–10:50 am | Break and Check Out (20 minutes for check out) |
| 10:50 am–11:35 am | 529 Performance and Ratings: Morningstar and savingforcollege.com |
| 11:35 am–11:45 am | Closing Remarks |
| 11:45 am | Adjournment / Bag Lunch to Go |