Presentations

Barbara Wollan, Iowa State University Extension Family Resource Management Program Specialist

The key to lifelong financial security is taking control of your monthly cash flow.  This workshop offers practical, realistic ideas that you can use! Topics of the workshop include: planned ...

A continental breakfast will be served during registration

Michael Fitzgerald, Treasurer of State

Michael L. Fitzgerald, Treasurer of the State of Iowa, welcomes conference attendees and introduces our keynote speaker.

Jane Bryant Quinn, 2010 Keynote Speaker

Jane Bryant Quinn, nationally known financial commentator and this year's keynote speaker, shares her financial advice.

A complimentary lunch is served to all conference attendees.

Michael Fitzgerald, Treasurer of State

Treasurer Fitzgerald closes the conference with a few parting comments.

Gloria Cano, Business Service Representative for Iowa Workforce Development

Learn how to keep your skills updated to obtain better employment and self sufficiency.

Carol Bogaard, Customer Relations Representative - Iowa College Student Aid Commission

With so much in the news about how people can protect their homes, cars, and other personal items, the public has become more vigilant about personal safety and self-defense.  But have they ...

Pat Sammler, Senior Loan Originator-First American Bank

This session focuses on the credit aspects of qualifying for a home loan and the changes a buyer can expect.  Various downpayment options for a home purchase will be reviewed also.

Ann Merkley, Financial Advisor with Merkley Wealth Associates

Even everyday folks need an estate plan.  A well-crafted estate plan saves your family undue grief and cost by ensuring your assets are distributed as you wanted.  Whether your assets are ...

Susan Ahlers Leman, Vice President and Wealth Advisor - First American Bank's Wealth Management Group

In Investing 101, women will learn the basics of what has traditionally been the though of as male territory-investing.  We're not trying to attain investing perfection, and we're not trying to ...

Sarah Houston, Vanguard

Women  have a unique perspective when viewing retirement.  This session will explore that perspective, how to save for the future, the role of social security and a proper investment mix.

Barbara Wollan, Iowa State University Extension Family Resource Management Program Specialist

Getting ahead, not behind, is the focus of this presentation - turning the tables on the American habit of indebtedness.  Debt-related topics include:  understanding the many costs of ...