Friday, June 4, 2021
8:30am – 5:00pm
This is a FREE Event
(Subject to Change Without Notice)
This is a FREE Event
(Subject to Change Without Notice)
Virtual Lobby Opens
Conference Opening
Carolyn Holly, Host
Carrie Sheffield, Co-host
Derek Kreifels, President, SFOF
State Treasurer Allison Ball, Conference Host
Melanie Kreifels, Managing Editor, SWSM Magazine
General Session
Up Close and Personal Part 1: Panel Discussion with Kentucky Entrepreneurs
General Session
Up Close and Personal Part 2: Pursuing Your Passion and Making Extra Income – Side Hustles
General Session
Panel of Experts: This is a one-hour session for attendees to ask any question to our Kentucky experts. Representatives from Commonwealth Credit Union, Fidelity, Kentucky Realtors, and Dinsmore will all be available to answer a wide variety of financial education topics.
Breakout Session 1
1A. Budgeting 101: Creating a Spending Plan
1B. Investing Basics: Getting Started is Half the Battle
1C. Saving for Education: The In’s and Out’s of a 529 Plan
1D. Becoming a Proactive Planner: What is an estate plan, a living will, and why should I have one?
Kentucky State Treasurer Excellence in Financial Education Award Presentation
Presented by Treasurer Allison Ball
Sponsored by Chase
Visit Sponsor’s Virtual Booths
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. To be announced
2D. What Types of Insurance are Right for You?
Break
Breakout Session 3
3A. Defeating Debt: Freedom to live within your means
3B. How to Teach Financial Education Principles
3C. From Idea to Action – How to Start a Business
3D. Finally home! Homebuyer Education
General Session
Keynote Speaker: Mary Katharine Ham, CNN Commentator and Author
Visit Sponsor’s Virtual Booths
General Session
Sponsors Recognition and Door Prizes
Join us next year!