2010 Money Smart Women Conference
- 7:30 am - Registration
- 8:00 am - Program & Breakfast
- 9:45 am - Breakout Session 1
- 10:45 am - Breakout Session 2
- 11:45 am - Breakout Session 3
- 1:00 pm - Closing & Door Prize Drawings
Keynote Speaker
Janet Tyler Johnson, CFP®
Janet Tyler Johnson, CFP® is the owner of JATAJ Wealth Management, LLC and JATAJ Life Planning, LLC. She is also the author of "Finding Financial Fulfillment, For a Life Filled With Money and Meaning" and specializes in fee-only financial life planning/coaching and investment management services.
Her keynote presentation will show you how to get your life back, attract more money, reduce stress, gain more time in your days and feel more positive and joyful each and every day.
To learn more about Janet, her services or her book, please visit www.jataj.com
Session A - 9:45 am - 10:30 am
Finding Financial Fulfillment: An In-Depth Look
Janet Tyler Johnson, CFP®
Taking her keynote presentation one step further, Janet will work with participants to help them discover how to create the life of their dreams.
From Chaos to Clarity: A Dynamic Conversation on Women's Insurance Needs
Julie Bass, State Farm Insurance
During this interactive session, participants will learn which types of insurance coverage are important for protecting themselves and their loved ones.
Romance and Finance: Have the "Right" Conversation
Don Ferguson, PH.D, Infinite Relationships
Have you and a loved one struggled with discussions over money? Dr. Ferguson will describe how to lower tension and create a structure in which you are best able to hear each other and achieve success when discussing financial matters.
Session B - 10:45 am - 11:30 am
Quick & Healthy Meal Ideas on a Budget
Deana Foster, Dietitian, Hy-Vee
This session will provide some healthy meal ideas for families on-the-go as well as give tips for healthy eating on a budget.
Wills, Probate & Estate Planning: What Every Woman Should Know
Melinda Gustafson Gervasi, Attorney
Participants will learn basic elements related to estate planning and probate. Key topics include: wills vs. trusts; probate vs
non-probate; powers of attorney; and nominating a guardian for a child. Participants are encouraged to ask questions throughout the presentation.
Expert Panel: Your Questions About Money Answered
This moderated session will include discussion on today's hot financial topics and what you need to know. You'll also have the opportunity to submit anonymous questions to be answered by our experts. Learn more about the recent credit card law changes, effective ways to manage money to increase savings, reduce debt and more.
Session C - 11:45 am - 12:30 pm
Are You an Entrepreneur? Building Wealth as a Small Business Owner
Wisconsin Women's Business Initiative Corporation
Learn how owning a small business can be key to building wealth.
Wills, Probate & Estate Planning: What Every Woman Should Know
Melinda Gustafson Gervasi, Attorney
Participants will learn basic elements related to estate planning and probate. Key topics include: wills vs. trusts; probate vs
non-probate; powers of attorney; and nominating a guardian for a child. Participants are encouraged to ask questions throughout the presentation.
A Woman's Guide to Money Matters: Address Your Financial Goals and Create a Strategy for the Future
Kristen Carreira, Edward Jones Investments
Bring your mother, sister, daughter and friends to discuss preparing for and living in retirement, and paying for a child's education expenses from a woman's point of view. Together, we'll learn what you can do now to help address your financial goals and create a strategy for the future.