2021 Idaho Conference Agenda

7:00 am – 8:00 am

Virtual Lobby Opens

8:00 am – 8:30 am

Conference Opening
Carolyn Holly, Emcee
State Treasurer Julie Ellsworth, Conference Host
Derek Kreifels, President, SFOF

8:45 am – 9:30 am

General Session
TBA

9:30 am – 9:45 am

Break

9:45 am – 10:45 am

General Session
Panel of Experts
Moderated by Carolyn Holly

10:45 am – 11:00 am

Break

11:00 am – 11:50 am

Breakout Session 1
1A. Budgeting 101 – Creating a Spending Plan

1B. Investing 101 – Getting Started is Half the Battle

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?

11:50 am – 12:00 pm

Break

12:00 pm – 12:15 pm

At Home Lunch Break

12:15 pm – 12:30 pm

Lunch Special Presentation

12:30 pm – 12:45 pm

Lunch – Hall of Fame
Hall of Fame Award

12:45 pm – 1:00 pm

Break

1:00 pm – 1:50 pm

Breakout Session 2
2A. Know your credit score? Tips to improve your FICO score before purchasing a home or automobile

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?

1:50 pm – 2:00 pm

Break

2:00 pm – 2:50 pm

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. Building Your Brand

2:50 pm – 3:05 pm

Break

3:05 pm – 3:15 pm

General Session
Announcements – Door Prizes

3:15 pm – 4:15 pm

General Session
Keynote Speaker TBA

4:15 pm – 4:30 pm

General Session
Final Door Prizes