Penny Conference – Billings

Commissioner of Securities and Insurance Monica Lindeen hosted the Penny Workshop – Money Matters for Montana Women – on August 23, 2016, at MSU Billings. Below are videos of the evening presentations.


Morning Keynote: Empowering People to Stay the Course, Invest in the Long Term and Build a Successful Path to Retirement

Ric Edelman, Edelman Financial Services


Build Your Financial Network

• Sarah Brockel, MSU Billings
• Kiely Sampson, Anderson Zurmuehlen @ Co.
• AnneMarie Wade, RBC Wealth Management
• Wanda Anderson, First Interstate Bank


How to Protect Yourself from Financial Fraud

Jesse Laslovich, Chief Legal Counsel, Commissioner of Securities and Insurance


Lunch Keynote

Karen B. Fagg


Planning for Retirement: Under 55

Diana Holshue, Federal Reserve Bank of Minneapolis, Helena MT
Barb Barrett, First Interstate Bank
Kristy Buckley, Crowley Fleck
Kathy Sampson, Employee Benefit Resources


Retirement Decisions: Over 55

Joanne Sheridan, Anderson ZurMuehlen & Co.
David Baier, U.S. Social Security Administration
Sue Bailey, Adult Resource Alliance of Yellowstone County
Julie Finnicum, Edward Jones


Budgeting 101

Nolan Glueckert, Montana’s Credit Unions


Estate Planning

Marsha Goetting, MSU Extension