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TUESDAY,
MARCH 14,
2017

2:00 – 5:30 p.m. Registration

 

5:30 – 7:00 p.m. Opening Reception

WEDNESDAY,
MARCH 15,
2017

8:00 a.m. Breakfast in the Lobby

8:30 a.m. Welcome

8:45 – 9:30 a.m. A View from Higher Education: What Can Colleges Do to Help Families Plan and Save for College and Minimize Debt What are the major challenges today and what do we anticipate in the future? What is the value of a college education?

9:30 10:15 a.m. Overview from Washington Veteran Washington, DC expert will discuss the macro view of financial services and securities issues with the new President and Congress.

10:15 a.m. Break.

10:30 – 11:15 a.m. Market Overview This session will focus on themes in financial markets at the start of 2017. Learn about Fidelity’s Asset Allocation Research Team (AART) framework and research inputs used in managing many of Fidelity’s multi-asset class portfolios. Hear the latest on AART’s outlook for 2017 and beyond.

11:15 – 12:00 p.m. Evolution and Trends in Social Media This session will look at the changing environment in social media and how to use metrics and data to target and reach new demographics. It will also explore the role and impor- tance of bloggers and influencers in raising awareness.

12:00 p.m. Lunch

1:30 p.m. Reconvene in Breakout Space

1:30 – 2:15 p.m. Group Brainstorming Session: Table Topics Session, Information Exchange, and Knowledge Sharing An interactive session and idea exchange to address topics such as, how the DOL fiduciary rule may impact 529 plans and a national approach for 529 day in May and throughout the year.

2:15 – 3:00 p.m. Saving for College is a Retirement Issue: Trends, Attitudes, and Creative Resources Tapped in Saving & Paying for College This dynamic session, highlighting key findings in the industry’s leading research, focuses on how families are funding a college education, how they juggle competing goals and resources, and actions they do and should take in creating their college savings plans.

3:00 – 3:45 p.m. A Chief Investment Officer’s Latest Views on Portfolio Construction and the Investment Process Investment This session will look at current thinking on the importance of Portfolio Construc- tion and the Investment Process. In addition, it will cover manager selection, strategic and tactical asset management, and their impact in the current market environment.

ABLE SESSIONS

4:00 – 4:45 p.m. Dispatches from the Front What’s it like building a new program while its governing regulations are still being written? What are the experiences and first impressions of those who have established the first ABLE programs? Join us and representatives from these pioneering programs for an overview of established ABLE plans and their experiences since they have been operational.

4:45 – 5:15 p.m. The Customer’s Perspective Disability organizations share how their constituents are using the plans and their initial impressions of ABLE programs. They will also discuss their outreach efforts and their opinions on how ABLE should evolve.

5:15 – 5:30 p.m. Open Discussion about ABLE Have a question about what an ABLE program does, how you can incorporate it into your marketing plan, or want to comment on what you’ve heard our speakers discuss, join the panelist and your fellow attendees for an open discussion about this worthwhile and innovative program.

5:30 p.m. Adjournment

6:00 p.m. Evening Event

THURSDAY,
MARCH 16,
2017

8:00 a.m. Breakfast

8:30 – 9:15 a.m. State of the 529 Industry This session will look at trends and the top priorities for states that will shape and impact the 529 industry over the next few years. Is there a race to the bottom on fees and what impact will that have on RFPs? With the continued shift between advisor and direct plan assets and accounts what does that mean for advisor sales in the future? What is the value of using a financial advisor as part of a comprehensive financial view for a client compared to the fees for direct sold?

9:15 – 10:00 a.m. Updates on Federal Legislation There is a new President and Congress. How does this impact 529s? CSF’s lobbying firm gives their perspectives on all aspects of the changes in Washington to include 529 specific issues, tax reform and higher education issues, impact of fiduciary issue.

10:00 a.m. Break

10:15 – 11:15 a.m. The Evolution of College Planning Outreach: Innovative Technologies to Help Families Panelists will present the expanding pathways available through innovative technology, resources and tools to guide families through the college planning process beginning in the earliest years. Expanding resources and tools designed to ensure post-secondary success for every child, will be highlighted as American families continue to struggle with the value of a college education in face of increasing college debt and mounting college costs.

11:15 – 12:00 p.m. Reaching Millennials This session will explore new ways to attract investors and how investors are responding. How do we adapt to new behavior in the market? How do we generate new clients? How will products be offered in the future? Are 529 plans a vehicle to build loyalty with the account beneficiary? How do millennials make financial decisions and what do they do?

12:00 – 12:30 p.m. What Can CSF do to Meet the Challenges? Hear as CSF current and past chairs emeritus discuss ways that CSF can meet the college planning challenges faced by American families.

12:45 p.m. Lunch