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Breakout Session Info – Arkansas

Connect & Grow, Friday, September 24, 2021

(Breakout Session Titles and Descriptions are Subject to Change)

 

***IMPORTANT  NOTE: You must choose one breakout session for each of the three time slots when you register in order to have virtual access to the session on the day of the conference.

Breakout Session  1  – 11:45AM to 12:45PM

1A

Beginner

Your Financial Future: It’s Never Too Early or Too Late to Prepare

 

Tips for creating a budget and “living within your means.” Why it’s important to have an emergency fund. What’s the difference between good debt and bad debt.

1B

Beginner

Investing 101 – Getting Started is Half the Battle

 

Learn about “The Power of Small.”  This session will focus on the practical,  little things that you can do that add up over time to build your savings and start investing.  You don’t need overly sophisticated conversations or game plans to get started and to create wealth over time.

 

Learn about some of the best types of savings and investing tools, and the power of compound interest as we discuss 401Ks, 403bs, Roth IRAs, and traditional IRAs.

1C

Intermediate

Business Succession and Estate Planning 101

 

Learn more about the value of planning for the future – from the simplest to the most complex – like wills & trusts, business succession, special needs planning, guardianship, and probate, estate, and trust administration. Brushing up on the basics can help you walk into the future with confidence.

Breakout Session  2  – 1:00PM to 1:50PM

2A

Beginner

Budgeting 101

 

Your financial goals are important to you and it’s natural to sometimes wonder if you’re ever going to get there. To help build your financial confidence and keep on track during your journey, come learn about the fundamentals of creating a budget.

2B

Intermediate

From Idea to Action – How to Start a Business

 

What are some of the factors to consider when starting a small business? What is the difference between a C-Corp and a LLC? Where do I look for help in creating a business plan? Are there SBA loans or other financing options for my business?

2C

Advanced

What to do When Mom or Dad Dies

 

It is never easy to lose a parent. It’s even more difficult when you are named executor of the estate or power of attorney. Learn about the difference between the two and how to navigate issues regarding the death tax, life insurance, executing wills, and estate plans.

2D

Intermediate

The Art of Negotiation

 

Discover the tools you have to successfully negotiate for yourself. Learn how to take control of your future in business, personal and financial matters.

Breakout Session  3  – 2:05PM to 2:55PM

3A

Beginner

Saving for Education: The Ins and Outs of a 529 Plan

 

Take a deep-dive to learn more about how a 529 college savings plan can help you or your loved one save for college, technical, vocational training, and other educational expenses. Hear from industry experts as well as representatives from the state’s 529 plan.

3B

Intermediate

Avoiding Identity Theft and Preventing Fraud

 

Identity thieves are real and looking for every opportunity to steal yours. We will talk about ways to be proactive and prevent falling victim to fraud. Learn about some common sense steps you can take to protect yourself and your family.

3C

Intermediate

Planning Ahead: What types of insurance make sense for you?

 

Insurance may be one of the most important purchases you’ll ever make. Find out how much you need, and how your family will benefit. Also, learn about self-insured products.