Hear
speakers with good ideas
on handling investments.
Program
in Quad Cities
Making
the Most of Your Dollars &
Sense
These dynamic speakers can help you do more with the money
you have. Get dozens of money management and investing
ideas, plus have chances to network with other investors
like yourself. Seating is limited. Sign up today at the registration
link.
Come early to network
at the FREE continental breakfast.
7:45-8:15 Registration and
continental breakfast
8:15-8:25
Introduction
8:25-9:05 Keynote speaker
Cynthia Tidwell
9:00-9:10 Break
9:10-10:05 Breakout 1
(Choose from sessions #1,2,3,5)
10:10-11:05 Breakout 2
(Choose from #2,3,4,6)
11:10-12:05 Breakout 3
(Choose from #6,7,8)
12:10-12:25 Closing and
door prizes (yes, beautiful, one-of-a-kind purses are this
year's giveaway)
12:30 Stay around to
network...and enjoy a salad/sandwich & cheesecake lunch
(with beverage) for $7. (To get lunch, you must reserve a
ticket by contacting CASI at 563-386-7477, ext 231 by
Friday, April 23.)
Select
breakout sessions from the list below.
1) The Impact of New
Federal Reserve Regulations on Investor
Opportunities
by Jeanne Hogarth, Federal
Reserve Bank
2) Money-Saving Tips to
Find Investing Cash
by Mary Weinand, Iowa
State University Extension
3)
Investor
Habitudes: Get Your Financial House in
Order
by Sara Moore, Waddell
& Reed
4) Should I Buy Annuities
or ETFs? Demystifying Trendy Investments
by Kendra Erkamaa,
Triangle Financial Services
5) Secrets to
Find Great
Financial Advisors and Avoid Bad Guys
by Craig Goettsch,
Securities Department, Iowa Insurance Division
6) Real-Life Monopoly:
The Key to Real Estate Success
by Adam Carroll, Four
Legacies Mortgage
7)
Can An
Investment Club Help Me Build a
Portfolio?
by Gretchen Hurt, Central
Iowa Investing Clubs
8) Get Your IRAs
Organized for 2010: Converting to Roth
IRAs
by Heidi Parkhurst,
Merrill Lynch
and Nancy Baker, RSMI