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
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
Nolan Glueckert, Montana’s Credit Unions
Marsha Goetting, MSU Extension