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GENERAL SESSION

Understanding Federal Health Care Reform
In March 2010, the President signed the Patient Protection and Affordable Care Act (PPACA) and Health Care and Education Reconciliation Act (HCERA) of 2010. Virtually every American will be affected as this is phased in over the next several years, some for the better and some for the worse. This presentation will provide the background and overview of the law, discuss its impact on those who currently do not have insurance and those who do and on U.S. business, and look at the timeline for implementation. It will also address some of the potential issues that individuals may encounter as the government moves toward full implementation of the legislation and some of the possible solutions to those issues. Finally, it will look at what both individuals and businesses need to do, starting now, to prepare for full implementation.

Speaker: Joe Bittner (Partner, Apex Global Partners, Inc.)

BREAKOUT SESSION DESCRIPTIONS

Your Money Roadmap (The Basics of Effective Money Management)
Tired of fighting with your finances? Learn principles that will allow you to experience true financial freedom.

Develop the necessary personal money management skills to improve your cash-flow and learn to live within your means with no financial stress.

Discover a simple method to pay off debts without additional income. See how you may be able to pay off your credit cards in merely months rather than years!
Learn how to improve your credit score to prevent sub-prime financing on credit cards, cars, homes, and other big-ticket items, with the focus on explaining the “ins” and “outs” of credit.

Leader: Neal Ator (Credit Counselor, Consumer Credit Counseling Service of North Central Texas)

Financial Planning for Your Future
Are you questioning whether you’ll ever be able to retire or how you will pay for your children or grandchildren’s educations? This session will help you with retirement and education planning along with other basic financial planning concepts. You will learn about available investment tools, financial market principles, and the things you need to know in choosing investments and finding an advisor. There will also be time allotted for Q&As on current market events.

Leader: Charles G. Triplett (Financial Advisor and Wealth Advisory Specialist at Morgan Stanley Smith Barney)

How to Deal with the Complex Financial Issues of the Aging
Are you or a loved one dealing with financial issues resulting from aging or a disability? Learn tips on how to be a better “financial caregiver” and how to avoid making costly mistakes when assisting an aging or disabled loved one with these complex financial and emotional issues. Highlights of this session will include:

Obtaining Legal Authority
Quantifying Finances
Paying Bills
Accessing Financial Accounts and Information
Assessing Private Insurance Benefits
Checking Eligibility for Government Medical Benefits
Adverse Affects of Other Family Members’ Actions
Documenting Expenses of Caregivers
Seeking out Professional Advisors

Leader: Gary Crooms, Registered Financial Gerontologist® (Owner, Senior Information Services)

Surviving Financial Crisis
In the last couple of years, the news has been full of stories of one financial crisis after another. Most individuals today have had some type of financial challenge affect them – loss of job, medical emergency or unexpected major expenses. Having some tools in one’s financial “treasure chest” can make a difference on how well one can weather these challenges. In this seminar we will provide some steps to help you chart your way through these tough financial times. We will discuss charting a plan, finding support groups to help, and ways to start looking at how to make your money last.

Leader: Deb E. Taylor (Director of Education and Marketing, Consumer Credit Counseling Service of North Central Texas)

Roadmap to Home Ownership
The Housing Slump! The Mortgage Meltdown! The Credit Crisis! If you listen to the nightly news you’ve heard these terms all too often and may wonder if buying a home is still possible. Good news! You can still achieve home ownership even in today’s market; however, some of the paths for getting there have changed dramatically. If you’ve never owned a home or it’s been more than 3 years since you’ve purchased a home, come discover what you need to know to purchase a home, obtain a mortgage, and improve your credit report.

Leader: Lori McCaghren (Senior Loan Officer, Premier Nationwide Lending)