This is a FREE Event
Registration Opens
Coffee and light pastries, first come first serve
Conference Opening
Entertainment – Brad Birge Duo
Carolyn Holly, Emcee
State Auditor Andrea Lea
State Treasurer Dennis Milligan, Conference Host
Derek Kreifels, President, SFOF
General Session:
Sarah Catherine Gutierrez – Save 10 Campaign
Dr. Mary Ann Campbell, CFP – Money Magic
Break
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General Session
Panel of Experts
Break
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Breakout Session 1
1A. Budgeting 101
1B. Saving for Education – The In’s and Out’s of a 529 Plan
1C. Avoiding Identity Theft and Preventing Fraud
1D. Becoming a proactive planner: What is an estate plan, a living will, and why should I have one?
Break
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Lunch Begins
Box lunch sandwich or salad, first come first serve
Empowering Women Working Lunch Panel
Moderated by Melinda Mayo, KATV Channel 7
Break
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Breakout Session 2
2A. Know your credit score? Tips to improve your FICO score before making a major purchase
2B. Weathering the Storm: Navigating your long term financial plan no matter the forecast
2C. What to do when Mom or Dad dies
2D. Planning ahead: What types of insurance makes sense for you?
Break
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Breakout Session 3
3A. Defeating Debt: Freedom to live within your means
3B. Saving for the Future – It’s Never Too Early, It’s Never Too Late!
3C. Investing 101 – Getting started is half the battle
3D. From idea to action – How to start a business
Break
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General Session
Announcements – Door Prizes
General Session
Keynote Speaker: Mary Katharine Ham, CNN Political Commentator and Author
General Session
Final Door Prizes