Agenda
Wednesday, January 30, 2008
2:00 p.m. Conference Registration
5:30 p.m. Opening Reception
Thursday, January 31, 2008
8:30 a.m. Welcome
8:45 a.m. The Real Experts Speak: A Review of the Pre-Conference Survey Results
This conference attracts a diverse cross section from the financial industry, state agencies and higher education industry, all with opinions on the state of 529 plans. David Levi from Alliance-Bernstein Investments will provide an overview of conference attendees and their attitudes and perceptions of where the 529 industry is headed, based on the results of the pre-conference
survey.
9:30 a.m. Motivational Factors in Investment Decision-Making
A prominent behavioral economist will identify and discuss the primary factors driving our attitudes about finances and investment-making decisions.
10:30 a.m. Break
10:45 a.m. Updates on the Federal and State Front
An overview of the current regulatory and federal and state tax issues facing the 529 industry.
12:00 p.m. Lunch—Guest Speaker
1:30 p.m. From the Mouths of Financial Advisors: Proven 529 Strategies
529 plans are often thought of as a smallticket item, but these financial advisors will share their strategies for attracting new 529 clients and building relationships with existing clients through innovative sales and marketing
strategies and sales ideas.
2:30 p.m. Unraveling the Mystery of Financial Aid
The impact of 529 assets on financial aid has lessoned considerably in recent years. These panelists will review trends in how parents are financing a college education, planning considerations, the various types of aid available and what is driving the cost of college.
3:30 p.m. Adjournment
6:00 p.m. Evening Event
Friday, February 1, 2008
8:30 a.m. Let’s Make Our World a Better Place: Addressing 529 Systems and Compliance Issues
This session will highlight the benefits and issues with the use of the NSCC for 529 processing as well as compliance concerns and obstacles financial advisors continue to face in the 529 market.
9:30 a.m. Measuring Success: Are We Inspiring Americans to Save For College?
In addition to a factual look at sales trends for 529 plans, this panel will reveal compelling results from their firms’ research studies that provide a revealing look at attitudes and perceptions about saving for college.
10:30 a.m. Break
10:45 a.m. Borrowing a Page from Someone Else’s Playbook
The 529 industry is not alone in striving to increase public awareness and attract new participants. These panelists will provide insight on the successful campaigns their firms used to educate the public, introduce a product to a new market or change gears with a product’s strategy. Learn how these firms have raised the bar in developing and implementing marketing strategies with significant impact.
11:45 a.m. Closing Comments
12:00 p.m. Poolside Lunch Buffet
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