Money Smart Brochure.indd - PDF
Document Sample


Tuesday, November 10, 2009
Topic: Want Money?!?!
Time: 2:00 & 3:00
Presenter: Ron Buss, Elkhorn Valley Bank
Description: Learn tips to save yourself or your family money through
refinancing, personal budgeting, becoming a smart consumer and more.
Topic: Developing Your Personal Financial Plan
Time: 2:00 & 3:00
Presenter: Angie Shaffer, Northeast Community College
Description: Learn how to manage your money by developing a Personal
Financial Plan, including a Personal Cash Flow Statement, Personal
Balance Sheet, and develop a spending plan that will allow you to save
money and enjoy the things you want!
Topic: Borrowing Basics
Time: 2:00
Presenter: Shari Thomas, Bank First
Description: Topics to be discussed include defining credit; why credit is
important; distinguish between secured and unsecured loans; types of
loans; costs associated with getting a loan; why it is important to be
wary of rent-to-own; pay-day loan and refund anticipation services; and
determine if you are ready to apply for credit.
Topic: Pay Now or Pay Later - Estate Planning
Time: 3:00
Presenter: Dave Ptak, Northeast Community College
Description: Enjoy a relaxed discussion about estate planning ideas.
Dave will share ideas that are helpful when people want to reduce their
potential probate costs for their family. He’ll touch on Nebraska estate
laws and changes that may be coming in the future to help you make
money smart decisions.
Topic: Basic Budgeting & Credit Management
Time: 4:00
Presenter: Lori Uribe, Consumer Credit Counseling Service of Nebraska, Inc.
Description: Participants will see the importance of having a budget and
the ease of creating one. Participants will also see how the irresponsible
use of credit can impact their lives.
Topic: Using Energy Wisely
Time: 4:00
Presenters: Jim Loutzenhiser & Roger Hunt, NPPD
Description: How to be energy wise with your money by understanding
energy consumption in the home.
Topic: Women and Investing
Time: 4:00 & 7:00
Presenter: Paula Pflueger, Edward Jones
Description: Do women have different investing needs than men? Learn
the how and why of investing for your future. (Attendence is not limited
to women.)
Topic: Banking and Children
Time: 5:00
Presenter: US Bank Representative
Description: This presentation will help parents or teachers build smart
money practices in children.
Topic: How to Stand Out from the Crowd (Job Search)
Time: 5:00
Presenter: Brian Braasch, Advance Services
Description: Learn how to stand out from the crowd in your job search. In
these challenging economic times, Brian will help you with your resume
and interviewing techniques.
Topic: Tips for a Lifetime of Investing
Time: 5:00
Presenter: Ryan Anderson; Olsen, Goeken & Associates
Description: Ryan will take you through the reasons for investing and the
types of investments appropriate for a variety of investors.
Topic: Financial Peace Program Preview
Time: 6:00
Presenter: John Blaylock, Northeast Community College
Description: The Financial Peace University is a series of classes that will
help individuals learn how to make money work for them, eliminate debt,
live on a budget, recognize purchasing traps to make us buy, negotiate
prices, plan for college funding, save for retirement, purchase a home and
understand personal insurance and investment strategies.
Topic: Retirement 101 - For the College Student
Time: 6:00
Presenter: Representative from Christensen, Brozek, Faltys
Description: This session will inform students on what they need to know
by the time they graduate college. Various retirement saving options and
the importance of saving for retirement early will be discussed.
Tuesday, November 10, 2009
Topic: Tackling Debt - Strategies for a Strong Financial Future
Time: 6:00
Presenter: National Student Loan Program Representative, Spronsored by NECC
Financial Aid Office
Description:This session will help participants take charge of credit card
debt, borrowing basics and what to do if overwhelmed by debt.
Topic: College Financial Aid - What You Need to Know
Time: 7:00
Presenter: Stacy Dieckman
Description: Learn various types of financial aid available for college, how
to apply for financial aid, additional options available to cover cost and
maybe some tax benefits that are offered to offset college expenses.
Topic: Retirement - Options for Business Owners
Time: 7:00
Presenter: Representative from Christensen, Brozek, Faltys
Description: This session will inform business owners of the various
retirement options they can offer their employees.
Topic: Identity Theft
Time: 8:00
Presenter: Sgt. Mike Bauer, Norfolk Police Department
Description: How to protect yourself from identity theft and what to do if
your identity is stolen.
Topic: Financial Tips
Time: 8:00
Presenter: Dave Amick, US 92
Description: Learn a variety of tips for increasing your financial security.
Topic: Savvy Social Security Planning for Boomers
Time: 8:00
Presenter: Terry Heimes; Olsen, Goeken & Associates
Description: Stop in and learn what boomers need to know about savvy
Social Security Planning, including cost of living considerations, when to
apply for benefits and much more.
Tuesday, November 10, 2009
2:00 Topic: Want Money?!?! Topic: Developing Your Personal Financial Topic: Borrowing Basics
Presenter: Ron Buss Plan Presenter: Shari Thomas
Presenter: Angie Shaffer
3:00 Topic: Want Money?!?! Topic: Developing Your Personal Financial Topic: Pay Now or Pay Later - Estate
Presenter: Ron Buss Plan Planning
Presenter: Angie Shaffer Presenter: Dave Ptak
4:00 Topic: Basic Budgeting & Credit Man- Topic: Using Energy Wisely Topic: Women and Investing
agement Presenters: Jim Loutzenhiser & Roger Hunt Presenter: Paula Pflueger
Presenter: Lori Uribe
5:00 Topic: Banking & Children Topic: How to Stand Out from the Crowd Topic: Tips for a Lifetime of Investing
Presenter: US Bank Representative Presenter: Brian Braasch Presenter: Ryan Anderson
6:00 Topic: Financial Peace Program Topic: Retirement 101 - For the College Topic: Tackling Debt - Strategies for a
Preview Student Strong Financial Future
Presenter: John Blaylock Presenter: Christensen, Brozek, Faltys Presenter: NSLP
7:00 Topic: College Financial Aid - What Topic: Retirement - Options for Business Topic: Women and Investing
You Need to Know Owners Presenter: Paula Pflueger
Presenter: Stacy Dieckman Presenter: Christensen, Brozek, Faltys
8:00 Topic: Identity Theft Topic: Financial Tips Topic: Savvy Social Security Planning
Presenter: Sgt Mike Bauer Presenter: Dave Amick for Boomers
Presenter: Terry Heimes
Wednesday, November 11, 2009
Topic: Types of Life Insurance
Time: 2:00
Presenter: Jay Knobbe, State Farm Insurance
Description: Participants will learn the different types of life insurance
that are available. You will be able to determine which one will suit your
family’s needs. Don’t miss this informative session.
Topic: Banking Basics
Time: 2:00 & 3:00
Presenter: Bev Prince, Wells Fargo
Description: This session will look into the various bank products
available such as checking and savings accounts, debit cards, FDIC, loans,
investments and online banking.
Topic: New Trends in Real Estate
Time: 2:00 & 5:00
Presenters: Jane Weiland and Lori Oertwich, ERA Premier Real Estate
Description: What’s the latest in real estate? Stop-in to hear the latest
trends for buyers and sellers.
Topic: Identity Theft
Time: 3:00
Presenter: Sgt. Mike Bauer, Norfolk Police Department
Description: How to protect yourself from identity theft and what to do if
your identity is stolen.
Topic: Services Available for Senior Citizens
Time: 3:00 & 4:00
Presenter: Connie Cooper, Area Agency on Aging
Description: If you are retired or have aging parents, find-out what
services are available for seniors.
Topic: Using Energy Wisely
Time: 4:00
Presenters: Jim Loutzenhiser & Roger Hunt, NPPD
Description: How to be energy wise with your money by understanding
energy consumption in the home.
Topic: Financial Peace Program Preview
Time: 4:00
Presenter: John Blaylock, Northeast Community College
Description: The Financial Peace University is a series of classes that will
help individuals learn how to make money work for them, eliminate debt,
live on a budget, recognize purchasing traps to make us buy, negotiate
prices, plan for college funding, save for retirement, purchase a home
and understand personal insurance and investment strategies.
Topic: Budgeting & Personal Planning
Time: 5:00
Presenter: Shari Thomas, Bank First
Description: Participants will learn how to manage money by preparing
a personal spending plan and identifying ways to decrease spending and
increase income. Topics covered include: track daily spending habits,
prepare a personal spending plan or budget to estimate monthly income
and expenses, identify ways to decrease spending and increase income,
and identify budgeting tools that will help you manage your money.
Topic: How to Stand Out from the Crowd
Time: 5:00
Presenter: Brian Braasch, Advance Services
Description: Learn how to stand out from the crowd in your job search. In
these challenging economic times, Brian will help you with your resume
and interviewing techniques.
Topic: Savvy Social Security Planning for Boomers
Time: 6:00
Presenter: Terry Heimes; Olsen, Goeken & Associates
Description: Stopin and learn what boomers need to know about
savvy planning for Social Security Planning, including cost of living
considerations, when to apply for benefits and much more.
Topic: Pay Now or Pay Later - Estate Planning
Time: 6:00
Presenter: Dave Ptak, Northeast Community College
Description: Enjoy a relaxed discussion about estate planning ideas.
Dave will share ideas that are helpful when people want to reduce their
potential probate costs for their family. He’ll touch on Nebraska estate
laws and changes that may be coming in the future to help you make
money smart decisions.
Wednesday, November 11, 2009
Topic: Homebuyers’ Education
Time: 6:00 & 7:00
Presenter: Jody Carlson, NeighborWorks Northeast Nebraska
Description: This workshop will provide you with information necessary
in the home buying process.
Topic: Basic Budgeting & Credit Management
Time: 7:00
Presenter: Lori Uribe, Consumer Credit Counseling Service of Nebraska, Inc.
Description: Participants will see the importance of having a budget and
the ease of creating one and how the irresponsible use of credit can
impact their lives.
Topic: Funeral Planning
Time: 7:00
Presenter: John Burns, Home for Funerals
Description: Thoughts to keep in mind as you plan a funeral for yourself
or a loved one.
Topic: Financial Tips
Time: 8:00
Presenter: Dave Amick, US 92
Description: Learn a variety of tips for increasing your financial security.
Topic: Make Your Money Talk
Time: 8:00
Presenter: Sara Barritt, Northeast Community College
Description: Do you want to computerize your personal and/or business
bookkeeping? This presentation will introduce the basics of both Quicken
and QuickBooks software programs. Whether you want to track your bills,
see where all your money is going or produce financial statements, this
presentation is for you.
Topic: Tips for a Lifetime of Investing
Time: 8:00
Presenter: Ryan Anderson; Olsen, Goeken & Associates
Description: Ryan will take you through the reasons for investing and the
types of investments appropriate for a variety of investors.
Wednesday, November 11, 2009
2:00 Topic: Types of Life Insurance Topic: Banking Basics Topic: New Trends in Real Estate
Presenter: Jay Knobbe Presenter: Bev Prince Presenters: Jane Weiland & Lori
Oertwich
3:00 Topic: Services Available for Senior Citizens Topic: Banking Basics Topic: Identity Theft
Presenter: Connie Cooper Presenter: Bev Prince Presenter: Sgt Mike Bauer
4:00 Topic: Services Available for Senior Citizens Topic: Using Energy Wisely Topic: Financial Peace Program
Presenter: Connie Cooper Presenters: Jim Loutzenhiser & Roger Hunt Preview
Presenter: John Blaylock
5:00 Topic: Budgeting & Personal Planning Topic: How to Stand Out from the Crowd - Topic: New Trends in Real Estate
Presenter: Shari Thomas Job Search Tips Presenters: Jane Weiland & Lori
Presenter: Brian Braasch Oertwich
6:00 Topic: Savvy Social Security Planning for Topic: Pay Now or Pay Later - Estate Planning Topic: Homebuyers’ Education
Boomers Presenter: Dave Ptak Presenter: Jody Carlson
Presenter: Terry Heimes
7:00 Topic: Basic Budgeting & Credit Manage- Topic: Funeral Planning Topic: Homebuyers’ Education
ment Presenter: John Burns Presenter: Jody Carlson
Presenter: Lori Uribe
8:00 Topic: Tips for a Lifetime of Investing Topic: Financial Tips Topic: Make Your Money Talk
Presenter: Ryan Anderson Presenter: Dave Amick Presenter: Sara Barritt
FOR MORE INFORMATION ON
NORTHEAST COMMUNITY COLLEGE, PLEASE VISIT:
northeast.edu
FOR FULL DETAILS ON MONEY SMART WEEK
AND EVENTS, PLEASE VISIT:
WWW.MONEYSMARTNEBRASKA.ORG
OR CONTACT A NORTHEAST REPRESENTATIVE:
LINDA MILLER: (402) 844-7302, lindadm@northeast.edu
SARA BARRITT: (402) 844-7304, sarab@northeast.edu
Related docs
Get documents about "