2026 FSP Institute Schedule

7:15 am – Registration and Continental Breakfast

8:00-9:50 am
Session 1 (coming soon)

10:00-11:50 am
Session 2 (coming soon)

12:00 pm – Sit-down Lunch

1:00-2:50 pm
Session 3 (coming soon)

5:30-7:00pm
Hospitality Suite (sponsored by Ash Brokerage)

8:00-9:50 am
Session 4 (coming soon)

8:00-9:50 am
College Planning Disrupted - Need-to-Know Changes from the New Budget Bill

  Cozy Wittman

The new budget bill has significantly reshaped college planning and will require new strategies for parents and grandparents. Student loan and parent loan rules for both undergrad and grad students have changed, 529 Plans have been expanded and financial aid families receive from colleges will be affected. We will explain the myriad of changes and what advisors need to know to navigate the new college planning landscape with their clients.

You will learn:

• Highlight new uses for 529 Plans and review rules and limitations
• Discuss how policy changes toward college and universities will impact scholarships and grants all families receive, regardless of income
• • Explore new planning strategies as a result of the policy changes

12:00 pm – Sit-down Lunch

1:00-2:50 pm
Elder Care

  Spencer Brown, MSG, LNFA, CMC

5:30-7:00 pm
Reception and Kenneth Black Jr. Awards Dinner

8:00-9:50 am
Session 1 (coming soon)

8:00-9:50 am
Session 1 (coming soon)

7:15 am – Continental Breakfast

8:00-9:50 am
Session 1 (coming soon)

  Kathleen W. Bilderback, JD, LL.M. (Taxation), AEP

10:00-11:50 am
Session 8 (coming soon)

12:00 pm – Adjournment