Current ScheduleFriday, September 25, 20094:00 p.m. – 4:45 p.m.Get the Inside Track- Making your Business Dreams Come True
Vicky Valdez, City of Austin Small Business Development Program
Gray Stage- Small Business Solutions
Small business owners in the area have a jewel in Austin. The City of Austin�s Small Business Development Program helps potential entrepreneurs and existing business owners to realize their visions. Vicky Valdez, Small Business Administrator, will share information about the free and low-cost resources offered to local entrepreneurs at SBDP.Five Great Investment Goals
Laura Pinto, Frost Bank
Green Stage- Putting Your Financial House in Order
Would you like to retire without having to change your lifestyle? Are you concerned that you may outlive your income? In this program we will discuss five great goals in life to keep you on track for saving and investing for the future. The steps to financial freedom are easy to follow once you know them. Spending and Saving like a College Student
Erin Fleming, BevoNomics
Gold Stage- Lifestyles
“Living like a college student” is not just a phrase, it is a reality. Learn how to create and follow a realistic budget while still saving money and having fun! This is a great workshop for current college students as well as families with soon-to-be college students!
5:00 p.m. – 5:45 p.m.
Incredible Profits Using Seasonal Cycles
Sunny Decker and Peter Hoyt, Best Choice Software
Gray Stage- Small Business Solutions
Best Choice Software is a world-class stock market program. It uses the most advanced search engine ever developed to empower you to find US and Canadian Stocks that have a repeating historical cycle. This enables us to make profits in both up and down markets with minimal risks.
What Works: A Time-Tested Approach to Investing
Mike Mullett, Charles Schwab & Co., Inc.
Green Stage- Putting Your Financial House in Order
Three important steps. Ten effective principles. In every kind of market, for every kind of investor, Schwab recommends a consistent three-step approach to investing based on fundamental principles that are time-tested. When participants leave the workshop they will be able to: Create an investment plan, put their plan into action, and know how to review and adjust their plan to stay on track.
Financial Literacy Education for Youth and Young Adults, Jr. Achievement Programs
Christine Kempff, Jr. Achievement of Central Texas
Gold Stage- Lifestyles
Lean about all the exciting Junior Achievement of Central Texas (JACT) programs including the new Financial Literacy USA, an online financial literacy test and teaching tool and Mobile Finance Park. Learn how your student can participate and the ways that you as a volunteer or your company can get involved.
6:00 p.m. – 6:45 p.m.
INVESTING WITHOUT ECONOMIC BORDERS
Karl Eggerss, Frishberg & Kaleta Capital Management
Gray Stage- Small Business Solutions
The economic borders are dissolving. There’s no meaningful U.S. economy, no meaningful U.S. stock market. You’re not limited to dollars, because you have access to every currency and every opportunity. You have access to six billion new customers too – but you face fierce competition from six billion relentless competitors.
More Bank for Your Buck- 10 Things You Should Know about Banks and Money
Michael Harrison, American Bank
Green Stage- Putting Your Financial House in Order
How to select a bank that fits you and your needs and questions to ask; protecting your credit; defending against fraud/scams; the time value of money; a lazy way to save.
Entrepreneurship 101- Kids Finding Their Passion in Music
Grounded in Music
Gold Stage- Lifestyles
It’s never too soon to cultivate a spirit of entrepreneurship. So often kids don’t know where to begin thinking of ways to make money. And sometimes, it magically happens where their passion leads them. Founded in 2007, Grounded in Music has a mission to inspire children to turn to music as a hobby, career, outlet, or alternative to life on the streets. Providing music programs to students in grades 4 through 12, by way of a very symbiotic partnership with the Boys & Girls Club, GIM was founded by a collection of industry professionals. Grounded in Music is a clear-cut solution to the rising cutbacks in music programs in Austin and across the country. Come see one section of Grounded in Music on the Gold Stage.
Saturday, September 26, 2009
9:30 a.m. – 10:15 a.m.
More Bank for Your Buck- 10 Things You Should Know about Banks and Money
Michael Harrison, American Bank
Gray Stage- Small Business Solutions
How to select a bank that fits you and your needs and questions to ask; protecting your credit; defending against fraud/scams; the time value of money; a lazy way to save.
Largely Tax-Free Income in Retirement
Scott Campbell, Austin First Financial
Green Stage- Putting Your Financial House in Order
Learn how to enjoy a guaranteed, steady stream of income that is largely tax-free! A strong income stream is the backbone of a good retirement plan. It helps you budget and it gives you peace-of-mind knowing that every 30 days a new check will arrive!
Exploring Life Settlements
Scott Peden, Life Partners, Inc.
Gold Stage- Lifestyles
Life settlements is the newest asset class to hit Wall Street and Life Partners is at its helm with nineteen years of experience and the accountability of being publicly traded. Scott Peden, president of Life Partners, provides an in-depth look at an asset that provides true diversification as a non-correlated investment alternative.
10:30 a.m. – 11:15 a.m.
Insurance 101 for Small Businesses
Lisa Foster, Frost Insurance
Gray Stage- Small Business Solutions
Insurance 101, Risk Management Basics and Controlling Workers Compensation -Our Objective in this session is to provide a foundational understanding of the principles of insurance, risk management and analysis of risk as well as an in depth look at worker’s compensation. There are many factors that affect the cost of insurance. Understanding Insurance and Risk Management is a way to impact the bottom line of any business. This program will establish a foundational knowledge upon which they can build their skill set in this area of business.
Five Great Investment Goals
Jeanne Glorioso, Frost Bank
Green Stage- Putting Your Financial House in Order
Would you like to retire without having to change your lifestyle? Are you concerned that you may outlive your income? In this program we will discuss five great goals in life to keep you on track for saving and investing for the future. The steps to financial freedom are easy to follow once you know them.
Financial Fitness Greater Austin
Christine Kempff, Jr. Achievement Central Texas, and Dawn Ambuehl-Sadek, A+ Federal Credit Union
Gold Stage- Lifestyles
Learn all about the FREE programs and activities available to the public during Financial Fitness Week and throughout the entire year! Hear from several FFGA partner organizations including Junior Achievement, National Endowment for Financial Education and Financial Literacy Coalition of Central Texas.
11:30 a.m. – 12:15 p.m.
Your Credit Score: How the System Really Works
Eddie Johansson, Credit Security Group
Gray Stage- Small Business Solutions
Get ready to have your assumptions shattered. Learn how credit scoring really works – vital knowledge in these economic times. Gain confidence in understanding your credit report and improving your score. Learn what hurts and what helps to increase your buying power and lower your interest rates.
Create your Own Personal Bailout Plan
Cynthia Nevels, CynthiaNevels.com
Green Stage- Putting Your Financial House in Order
You can’t afford to wait for the government to bail you out. The dramatic changes taking place in the financial services industry and the economy are historic in scope and proportion. Job loss is prevalent, the credit crisis is crippling, and the home foreclosure crisis is disturbing. Financial Bailout, a guide to creating your own personal financial rescue plan and stimulating personal financial security during a recession; will work to explain current economic challenges, how the government bailout plan will affect your wallet, and provide a practical instruction on how to create your own personal financial bailout plan and find cash you need.
How to Find and Win Scholarships
Jenifer Price, College and Career Planning Services
Gold Stage- Lifestyles
Parents and teens will walk away with practical tips and strategies for discovering and winning scholarships for college. These lessons can be applied immediately!
12:30 p.m. – 1:15 p.m.
Buying and Selling Real Estate Via the Auction Method
Michael Hanley, TexTerra Auctions
Gray Stage- Small Business Solutions
Auctions are sweeping the country as a viable method of buying and selling real estate quickly and efficiently! Learn the ins and outs of listing your property for auction and how to be an effective bidder at an auction. Learn how registering to bid works, the earnest money, marketing techniques, the online component of an auction and the value of a real estate agent to represent you at an auction.
Richer than a Rapper
Heidi Toprac, University of Texas at Austin
Green Stage- Putting Your Financial House in Order
The rich get richer and the poor get poorer. Why is that? How can we make our savings get bigger and our debts get smaller? By understanding a key principle of finance, consumers can learn how to turn the power of compounding to their advantage.
Last Call for Solar Rebates!
JR Cromer, Green City Solar, LLC
Gold Stage- Lifestyles
Time is running short to complete your solar rebate application at current funding levels. No better rebate program has your utility company investing over $10,000 into your home. Photovoltaic systems can be performance warrantied for under 4-8 cents per kwhr. Topics include Texas rebate programs and industry trends.
1:30 p.m. – 2:15 p.m.
Do You Understand your Deposit Account?
Karen Neely, Cox Smith Matthews Incorporated
Gray Stage- Small Business Solutions
Deposit account agreements include mandatory state and federal disclosures. But they can also shift liability for unauthorized transactions, provide overdraft protection, require arbitration or mediation and affect disposition of the account on your death. Learn more about your options and your obligations.
Your Credit Score: How the System Really Works
Eddie Johansson, Credit Security Group
Green Stage- Putting Your Financial House in Order
Get ready to have your assumptions shattered. Learn how credit scoring really works – vital knowledge in these economic times. Gain confidence in understanding your credit report and improving your score. Learn what hurts and what helps to increase your buying power and lowest your interest rates.
Optimizing your Personal Training Regimen
Paul Carrozza, RunTex
Gold Stage- Lifestyles
Did you know you can start a fitness plan today? No matter if you consider yourself a beginner, intermediate, or advanced player on the road to physical fitness, there are definite ways to optimize your personal training plan. Paul Carrozza, owner of RunTex, is well known for his candid discussions on how to turn from couch potato to smooth mover. And we’re not just talking about working out or running. Put your favorite sport in mind, and come learn from Paul on ways to move from simply maintaining your fitness, to optimizing your training to take it to the next level.
2:30 p.m. – 3:15 p.m.
Employee to Entrepreneur: Making the Leap from Being Employed to Launching your own Venture
Kevin Koym, Tech Ranch Austin
Gray Stage- Small Business Solutions
Do you have an idea for the next insanely great product or service? Are you having a hard time figuring out how you can step away from your current gig to launch your venture? Or perhaps, you have recently found yourself without a tech-sector job and want to give entrepreneurship an honest try? Kevin Koym of Tech Ranch Austin will discuss how a successful engineer/consultant can become a successful entrepreneur.
Do You Understand your Deposit Account?
Karen Neely, Cox Smith Matthews Incorporated
Green Stage- Putting Your Financial House in Order
Deposit account agreements include mandatory state and federal disclosures. But they can also shift liability for unauthorized transactions, provide overdraft protection, require arbitration or mediation and affect disposition of the account on your death. Learn more about your options and your obligations.
Money Smart your Kids
Gayle Reaume, The Money Academy
Gold Stage- Lifestyles
Parents, don’t you wish that when you were younger you had learned about how money works, how to use money, and how to invest money? Imagine the difference this understanding would make for the next generation. Spend 45 minutes with the “Profit Prophet”, gaining new tools and language to empower your kids to be responsible with money.
3:30 p.m. – 4:15 p.m.
Financial Solutions for Small Business Owners
Edith Werpachowski, Edward Jones Investments
Gray Stage- Small Business Solutions
This workshop is designed to help business owners understand the financial strategies and tools available to help them run their business more effectively, including banking, retirement, and insurance tools to help build and protect small businesses.
Plan for the Future: How an Estate Plan puts You in Control
Justin Montandon CRPC, Ameriprise Financial Inc.
Green Stage- Putting Your Financial House in Order
We’ll cover the basics of estate planning, including the benefits, the essential components of an estate plan and the people who are typically involved both in the planning process and in carrying out your wishes. You will see why just about everyone needs some kind of estate planning. While estate planning can offer you many benefits while you are living, much of what we’ll discuss involves planning for what happens if you are incapacitated and after you die. While this can be an uncomfortable topic, the arrangements you make now will help your loved ones during an emotional time. Do you have a sense of how you would divide up your property and other assets? Have you thought about your legacy and how you’d like to be remembered? Can you think of someone who you would trust to make financial decisions for you if you were incapacitated? What about someone to make decisions about your ongoing health care?
Making Money in the Markets is Not that Difficult
Sunny Decker and Peter Hoyt, Best Choice Software
Gold Stage- Lifestyles
Making money in the market is not that difficult, if you have the right tools and education. You must be on the right side of a future price movement. But how can you estimate the future before it happens?
Seasonals!
4:15 p.m. – 5:00 p.m.
Multi-Family Properties: The New Cash-Flow Machines
Greg Ganske, Goldwasser Real Estate
Green Stage- Putting Your Financial House in Order
Learn how to take advantage of the phenomenal opportunities in today’s multi-family market. This seminar will cover: Quickly determining profitable deals, Step-by-step analysis of a property, Different financing strategies to obtain multi-family properties (even buy through your IRA!), and Analyze actual properties for sale now
Better Ivnesting: Winning with Stocks
Carol Weiser, Heart of Texas Chapter of Better Investing
Gold Stage- Lifestyles
Carol Weiser, vice president of education for the Heart of Texas Chapter of Better Investing, will advise on rounding out your investment portfolio with stocks. |