Breakout Session Info – Idaho

Cheers to 20 Years! Boise - Friday, February 14th, 2020

Breakout Session  1  – 11:00AM to 11:50AM

1A

Beginner

Budgeting 101 – Creating a Spending Plan

 

Getting into debt or living paycheck to paycheck is the unfortunate reality for many.  This informative workshop will cover the basic concepts of budgeting, and will help to eliminate the fear and mystery behind creating and maintaining a budget. Participants will learn the tools to begin creating their own financial plan to achieve short and long term money goals.

1B

Beginner

Investing 101 – Getting Started is Half the Battle

 

Learn about some of the best types of savings and investing tools. Learn about the power of compound interest as we discuss 401K’s, 403b’s, Roth IRA’s, and IRA’s.

1C

Beginner

Avoiding Identity Theft and Preventing Fraud

 

Identity thieves are real and looking for every opportunity to steal yours. We will also talk about ways to prevent falling victim to fraud. Learn about some common sense steps you can take to protect yourself. Learn how phone number spoofing and robo-calls have changed the landscape of fraud. Get inside two of the most popular scams and understand how theu use fear, persuasion and social engineering to steal your hard earned money. After this session you will feel more empowered to spot the red flags and fight off fraudsters. 

1D

Intermediate

Becoming a proactive planner: What is an estate plan, a living will, and why should I have one?

 

Have you thought about your assets and personal possessions and who would get them after you are gone? Sometimes life events force us to address life issues we would rather not. In this workshop, we talk about decisions you should make now to alleviate a burden later to your loved ones. We will cover factors you should consider when passing on your possessions, goals you want to accomplish, distribution options and consequences, and conflict resolution.

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

2A

Beginner

Know your credit score? Tips to improve your FICO score before making a major purchase

 

Understanding your credit score is essential to getting the best interest rate when purchasing a house or an automobile. In this session, learn what activities impact your credit score negatively and positively and how to avoid common mistakes right before making a major purchase.

2B

Intermediate

Weathering the Storm: Navigating your long term financial plan no matter the forecast

 

Are your investments needing attention before a big storm? Whatever the global market forecast and frenzy – Examine your portfolio with a careful and disciplined approach to building, maintaining, and transitioning your wealth.

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

Advanced

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. You will also learn about different products and types of insurance including, life, long term care, and disability.

Breakout Session  3  – 2:00PM to 2:50PM

3A

Beginner

Defeating Debt: Freedom to live within your means

 

Learn about practical ways to pay off debt — the difference bad debt and good debt, and how to create a fund for those unexpected emergencies that we all face. We will also talk about the dangers of various pay day loan programs.

3B

Intermediate

Saving for the Future: It’s Never Too Early, It’s Never Too Late! 

 

Finding creative ways now to build your assets up for later in life. Help understand the emotional attachment that can be just as powerful to save as it is to spend. Learn how to teach this valuable lesson to your children.

3C

Advanced

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?

3D

Intermediate

Building Your Brand

 

Discovering your personal Brand.

Share This