The College Savings Foundation Conference
Changing Lives: Inspiring Americans to Save for College
The College Savings Foundation is pleased to bring you an informative and unique conference that delves into
the ways we can inspire Americans to save for college.
Significant developments have been made in the 529 industry as we continue to strive to get the message out
about saving for college.
This conference will provide the environment for open discussion on the material issues facing college savings
plans today. It will also provide ideas for all participants in this industry to partner together to grow 529 plans,
with the goal of helping American families save for the higher education of their children and grandchildren.
It will explore substantive content such as compliance issues in advisor-sold plans, complexities of varying
state benefits, strategies and sales ideas for Financial Advisors and new insight on how 529 plans might
attract new participants.
Who Should Attend
The conference is open to everyone with a desire to learn more about current issues in 529 college savings
plans, including program managers; investment managers; State Treasurers; state sponsors and representatives;
senior managers at broker-dealers; law firms; not-for-profits; those involved in the higher education
industry; current and potential vendors and financial advisors and planners.
Featured Conference Speakers
A distinguished list of speakers will be participating in the Conference, including regulators, private sector
analysts, senior managers, and industry analysts.
Featured Conference Speakers
A distinguished list of speakers will be participating in the Conference, including regulators, private sector analysts, senior managers, and industry analysts.
Brian Boswell, Research Analyst
Financial Research Corporation
Joseph Ciccariello, Vice President, College Planning
Fidelity Investments
Jeffrey T. Coghan, Assistant Vice President
SMART 529 Programs, Hartford Life
Maggie Dietrich, Public Relations Manager
The Hartford
Sue Fogel, Chair Department of Marketing
DePaul University
Elizabeth Fontaine, Assistant Executive Director
MEFA
Lawrence Glazer, Managing Partner
Mayflower Advisors, LLC
Bruce D. Harrington, Managing Director, Syndicated
Research
Cogent Research
David Levi, Managing Director, Global Retail
Investments and Marketing
AllianceBernstein Investments
Brett Lief, President
National Council of Higher Education Loan Programs
Raymond D. Loewe, CLU, ChFC, President and Founder
College Money
Peter Mazareas, CEO
Strategic Advancement Group
Kevin McMullen, Counsel
State Farm
David Pearlman, Senior Vice President and Deputy General Counsel
Fidelity Investments
Scott Prince, Vice President
TERI
William J. Raynor Jr., Vice President, National Sales
OppenheimerFunds, Inc.
Barbara Tornow, Higher Education Consultant & TERI Board Member
(Previously Senior Advisor to Vice President of
Enrollment, Boston University)
Chuck Toth, Director, Education Savings Programs
Merrill Lynch
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