Spring 2014 Partners Meeting Agenda
American Savings Education Council (ASEC)
Wednesday, April 9, 2014
8:30 a.m. - 12:15 p.m.
The Barbara Jordan Conference Center - Kaiser Family Foundation
1330 G Street NW (between 13th and 14th Streets) | Washington, DC 20005
Training the Trainers: Tools, Trends and Tips for Those Who Help Others Make Better Financial Decisions
Building on the tremendous response to last fall's ASEC Partners' Meeting, we'll once again use a combination of research, group discussion, and expert commentary to provide insights on new, as well as old "lessons learned."
Join us for an informative and insightful discussion of the challenges hindering, and solutions for improving and enhancing savings education. You'll have a chance to participate in sharing resource ideas, real-world experiences, and more!
8:30 - 9:00 Continental breakfast and networking
9:00 - 9:15 Intro/welcome
9:15 - 10:00 Training the Trainers - What works, what doesn't, and what's needed
10:00 - 10:15 Networking Break
10:15 - 11:00 Evaluating the Alternatives (attendee discussions/report sharing)
11:00 - 11:45 Expert panel comment/perspective
- Kathy Floyd | Former Deputy Director for Investor Education | Securities and Exchange Commission
- Mae Watson Grote | Founder & Executive Director | The Financial Clinic
- Melora Heavey | Senior Manager, Communications and Consumer Education | AICPA
- Cindy Hounsell | President | Women's Institute for a Secure Retirement (WISER)
- Brent Neiser | Senior Director, Strategic Programs and Alliances | National Endowment for Financial Education
- Jania Stout | Practice Leader & Vice President | PSA Financial
- R. Charles Tschampion, CFA | Director, Special Projects | CFA Institute
11:45 - noon Partner Updates and Close
Download this agenda as a.pdf
Supplementary Material
Asset Manager Code Brochure
Asset Manager Code of Professional Conduct
CFA Institute Global Market Sentiment Survey 2013
CFA Institute Statement of Investor Rights
CFA Institute-Edelman Trust Survey 2013
Economist Intelligence Unit - Crisis of Culture 2013
Essentials of a More Secure Retirement
Footnote Links for Essentials of a More Secure Retirement
National Academy of Social Insurance toolkit- Social Security: It Pays to Wait
