Agenda

Final Agenda

January 20th, 2016
University of Montana
School of Business Administration

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7:00 am – 8:00 am Registration and Breakfast
Breakfast Sponsored by First Interstate Bank Foundation
Lobby
8:00 am – 8:20 am Welcome
Commissioner of Securities and Insurance Monica J. Lindeen
Rm 106
8:20 am – 9:00 am Building Confidence Through Living a Life of Significance
Ris Higgins, Leadership Outfitters
Rm 106
9:00 am – 9:40 am Women and Money
Kim Shappee, Financial Advisor and Educator
Rm 106
9:40 am – 10:20 am Building Your Financial Friend Network
Moderator:
Lynne Egan, Office of the Commissioner of Securities and Insurance
Panel:
Terry Cohea, Retired Financial Advisor
Marsha Goetting, MSU Extension
Sue Larew, First Interstate Bank
Nicole Rieker, JCCS
Joni Walker, Missoula Federal Credit Union
Rm 106
10:20 am – 10:40 am Break Lobby
10:40 am – 11:20 am Taking Chances: Understanding Risk
Moderator:
Laura Parvey Connors, Office of the Commissioner of Securities and Insurance
Panel:
Sara Kauk, Design Missoula/No Safe Sallies
Dawn McGee, Goodworks Ventures
Diane Smith, American Rural
Rm 106
11:20 am – 12:00 am Protecting Yourself From Financial Exploitation
Monica J. Lindeen and Jesse Laslovich, Office of the Commissioner of Securities and Insurance
Rm 106
12:00 am – 12:40 pm Juggling Life, Work, and Caregiving
Amy Goyer, AARP
 
12:40 pm – 1:00 pm Break and Collect “Brown Bag” Lunch
Lunch Sponsored by AARP Montana
Lobby
1:00 pm – 2:00 pm Best Financial Moves for all Stages of Life
Brown Bag Lunch with Kerry Hannon, Financial Educator and Author
Rm 106
2:00 pm – 2:20 pm Break Lobby
2:20 pm – 3:20 pm Breakout Session 1A
Kids and Cash
Debra Casper, Missoula Federal Credit Union
Rachel Maki, Missoula Federal Credit Union
Rm 122
2:20 pm – 3:20 pm Breakout Session 1B
Pay Negotiation: Getting What you are Worth
Kristi Harman and Amanda Taylor, Missoula Job Service
Rm 123
2:20 pm – 3:20 pm Breakout Session 1C
Budgeting Your Priorities
Nolan Glueckert, Montana Credit Unions for Community Development
Rm 106
3:20 pm – 3:40 pm Refreshments and Get Up And Move Break
Refreshments Sponsored by the Women’s Foundation
Dancing sponsored by the Women’s Club
Rm 106 & Lobby
3:40 pm – 4:40 pm Breakout Session 2A
Planning for Retirement (55 and Under)
Moderator:
Marsha Goetting, MSU Extension
Panel:
Terry Cohea, Retired Financial Advisor
Patricia Davis, Montana Public Employee Retirement Administration
Rm 106
3:40 pm – 4:40 pm Breakout Session 2B
Retirement Decisions (55 and Older)
Moderator:
Lynne Egan, Office of the Commissioner of Securities and Insurance
Panel:
Zeke Guerrero, Social Security Administration
Kerry Hannon, Financial Educator and Author
Sharon Richetti, Office of the Commissioner of Securities and Insurance
Rm 122
4:40 pm – 5:00 pm Closing
Commissioner Monica J. Lindeen
Rm 106