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ASEC Mission: To make saving and retirement planning a priority for all Americans.

From the American Savings Education Council (ASEC):

  • We realize this goal by educating the public about all aspects of financial security through our coalition of major public- and private-sector partners.
  • For more about ASEC, download this brochure


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

 



 

 

 

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