Friday, February 19, 2021
Virtual Conference Idaho
8:00am – 5:00pm MST
This is a FREE Event – Schedule Subject to Change
This is a FREE Event – Schedule Subject to Change
Virtual Lobby Opens
Conference Opening
Carolyn Holly, Emcee
State Treasurer Julie Ellsworth, Conference Host
Derek Kreifels, President, SFOF
Melanie Kreifels, Managing Editor, SWSM Magazine
General Session
Up Close and Personal Part 1
Interview with:
FROM THE COVER OF SWSM MAGAZINE: Sylvie Legere, Co-Founder, The Policy Circle
Dee Dee Bass Wilbon, SWSM/SFOF Board Member
General Session
Up Close and Personal Part 2
Interview: Real Women Real Stories
FROM SWSM MAGAZINE:
General Session
Panel of Experts, moderated by Carolyn Holly:
Visit Sponsor Virtual Exhibitor Booths
Breakout Session 1
1A. Budgeting 101 – Creating a Spending Plan
1B. Investing 101 – Getting Started is Half the Battle
1C. Taking Care of Your Future Self: The Cost of Health & Long-Term Care
1D. Becoming a proactive planner: What is an estate plan, a living will, and why should I have one?
At Home Lunch Break
Ron G. Crane, Excellence in Financial Education Award Presentation
SWSM Hall of Fame Award
Presented by Wells Fargo
Visit Sponsor Virtual Exhibitor Booths
Breakout Session 2
2A. Know your credit score? Tips to improve your FICO score before a big 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 Make Sense for You?
Break
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. From Idea to Action – How to Start a Business
3D. Finally Home! Homebuyer Education
General Session
Keynote Speaker Tammie Jo Shults, Author & Pilot
Presented by Citi & iTEDIUM
General Session
Door Prizes
Visit Sponsor Virtual Exhibitor Booths
General Session
Door Prizes and Closing