Program in Cedar Rapids
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 and browse exhibits provided by local financial educators.
7:45-8:15 Registration and continental breakfast
8:15-8:25 Introduction
8:25-9:05 Keynote speaker, Dr. Jean Hogarth, Federal Reserve Bank
9:00-9:10 Break
9:10-10:05 Breakout 1 (Choose from sessions #1,3,4)
10:10-11:05 Breakout 2 (Choose from #1,2,5,7)
11:10-12:05 Breakout 3 (Choose from #2,6,8)
12:10-12:25 Closing and door prizes (yes, beautiful, one-of-a-kind purses are this year's giveaway)
Select breakout sessions from the list below.
1) Investor Opportunities...Clues in an Uncertain Economy
by TBD, Federal Reserve Bank of Chicago
2) Money-Saving Tips to Find Investing Cash
by Phyllis Zalenski, Iowa State University Extension
3) Investor Habitudes: Get Your Financial House in Order
by Molly Friedman, The Financial Specialists
4) Annuities or ETFs? Demystifying Trendy Investments
by Deb Gersten, Cedar Rapids Bank & Trust
and Madeline Windauer, RSM McGladrey
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 Michael Zoran, Jamie Hatley, BancWest