Seminars / Speaking Engagements

AKF Consulting Group professionals offer seminars on saving for college for a variety of audiences including parent groups, human resource professionals, businesses and investment clubs. These seminars include:

Debunking the Myths of Saving for College
Ways to help clients think about saving for college – without all the misconceptions

Meeting the Challenge Today
Tax advantaged techniques for higher education

Have I Got a Deal for You
How to evaluate 529 program enhancements

My 529 Versus Yours
How to evaluate particular state tax benefits

College Savings as a Voluntary Benefit
Employer considerations in 529 programs

Contact us to discuss your needs for a college savings speaker.

    HIGHLIGHTS OF SELECT RECENT SPEAKING ENGAGEMENTS

    • March 2016

      College Savings Foundation Annual Conference

      Jacksonville, Florida

      Family Outreach: What’s New and What’s Working in the States?

    • September 2015

      529 “Essentials” Seminar and Conference

      Orlando, Florida

      Best Practices for Plan Governance, Disclosure and Administration; Investments and Product Enhancements

    • May 2015

      NAST Treasury Management Training Symposium

      Kansas City, Missouri

      Moderator

    • March 2015

      2015 College Savings Foundation Annual Conference

      Austin, Texas

      Opening Panel; How to Grow Your Book

    • September 2014

      529 “Essentials” Seminar and Conference

      Orlando, Florida

      Determining an Optimal Line-up; Best Practice for Plan Governance, Disclosure and Administration

    • March 2014

      2014 College Savings Foundation Annual Conference

      Savannah, Georgia

      529 Plan Landscape, For Financial Professionals: Ask the Experts

    • December 2013

      2013 Forbes / NAPFA iConference

      New York, New York

      Determining Your Client’s Best Strategy to Save and Pay for College

    • September 2013

      529 “Essentials” Seminar and Conference

      Orlando, Florida

      529 Plans as a Corporate Benefit, Leveraging Technology Innovation for 529 Growth, Outlook for 529 Plans in 2014 and Beyond

    • May 2013

      College Savings Plan Network Treasury Management Symposium

      Pittsburgh, Pennsylvania

      529 Alternatives: Could Something Else Be Better?

    • March 2013

      College Savings Foundation Annual Conference

      Scottsdale, Arizona

      Wrap-Up

    • October 2012

      SavingforCollege Boot Camp and Technical Conference

      New Orleans, Louisiana

      529 Regulatory Framework, Best Practices, What Makes An Outstanding Plan?

    • May 2012

      College Savings Plan Network Treasury Management Symposium

      Albuquerque, New Mexico

      Understanding a 529 Plan’s Fiduciary Duties

    • March 2012

      College Savings Foundation Annual Conference

      Charleston, South Carolina

      Outlook Ahead

    • October 2011

      SavingforCollege Boot Camp and Technical Conference

      Las Vegas, Nevada

      529 Regulatory Framework, Best Practices, Ranking 529 Plans

    • May 2011

      College Savings Plans Network Treasury Management Symposium

      Atlanta, Georgia

      College Savings Plans at 15 – Managing Adolescence

    • May 2011

      NAPFA

      Salt Lake City, Utah

      Using 529 Plans to Benefit Your Clients and You

    • March 2011

      College Savings Foundation Annual Conference

      San Diego, California

      Wrap-Up

    • May 2009

      College Savings Plans Network Treasury Management Conference

      Atlanta, Georgia

      It’s Quarter End – Do You Know Where Your Investments Are?

    • May 2009

      AICPA National Conference on Tax Strategies for the High-Income Individual

      Las Vegas, Nevada

      Debunking the Myths of Saving for College

    • January 2009

      College Savings Foundation Annual Conference

      Miami, Florida

      Industry Developments and Innovations – 529 Plan Trends

    • September 2008

      SavingforCollege Boot Camp and Technical Conference

      Las Vegas, Nevada

      529 Regulatory Framework, Best Practices and Landscape Setting the Rules of Navigation Industry Challenges Ahead

    • December 2007

      College Savings Plans Network Treasury Management Conference

      San Antonio, Texas

      The Impact of Tax Parity

    • November 2007

      SavingforCollege Boot Camp and Technical Conference

      Las Vegas, Nevada

      Regulatory Framework for 529s and 529 Landscape Marketing Awareness and the Public Message The Path to $200 Billion

    • July 2007

      College Savings Plans Network Treasury Issues Conference

      New York, New York

      An Approach to Program Evaluations and Benchmarks

    • February 2007

      College Savings Foundation Annual Conference

      Miami, Florida

      The Challenges of RFPs and Contracts

    • November 2007

      AICPA Institute Trusted Advisor Series

      New York, New York

      Tax Advantaged Education Funding Considerations

    • October 2007

      SavingforCollege Boot Camp and Technical Conference

      Las Vegas, Nevada

      Marketing Awareness and the Public Message