Morning Keynote Speaker: Jean Chatzky
What The Country’s Wealthiest, Most Successful People Do Differently

Why is it that some people seem to move relatively easily from a paycheck-to-paycheck life into financial comfort or wealth while others get stuck or worse, fall back? Today Show Financial Editor Jean Chatzky reveals the findings of her proprietary study of 5,000 people that shows wealthy, successful people have both habits and personality traits that less successful individuals are missing. With candor and humor, she’ll show audiences how they can get their own dose of this secret sauce.
Successfully Starting a Small Business Stacy Francis, President of Francis Financial

With expertise and enthusiasm, Stacy Francis, CFP®, CDFA reveals the secrets to:
  • Starting a business on a shoestring budget
  • Building a financial safety net for yourself and your family
  • Developing an early-warning system to recognize when you're off-course with personal, business and financial goals
  • Designing a personal savings plan
  • Discovering how and when to diversify investments away from the company
  • Pinpointing how to use your business to fund your retirement savings
Get in Gear for the Golden Years Amanda Lott, Wealth Advisor, Regent Atlantic
John Zeltmann, Wealth Advisor, Regent Atlantic

Learn how to make the most of your social security income!
  • How secure is the Social Security trust fund?
  • How much may your benefit be?
  • You don’t want to leave money on the table; when should you apply for benefits?
  • Determining which Social Security strategy is right for you?
  • Is it too late for you to take advantage of a strategy if you’ve already started collecting benefits?
Single Persons Guide to Financial Independence Howard Hook, Fee-Only Comprehensive Financial Planner

This workshop is designed for individuals who are single – whether divorced, widowed, or never married. Surveys show that one in every three people between the ages of 45 and 78 are single. For those people age 79 and older the number of single households is about the same as the number of married households. While the financial planning issues may be the same regardless of marital status (retirement planning, income tax planning, estate planning, cash management, and insurance planning), the solutions are often very different. Participants will learn the options available to them and questions to ask, leaving the workshop feeling empowered to make necessary and potentially life changing decisions.
Tips for the Savvy Investor Jerry Lynch, CFP CLU ChFC, President and Founder of JFL Total Wealth Management

How many times have you tried to do something the first time and gotten it perfect; like driving a car, learning to ski or, riding a bike? More likely than not, you made mistakes and it ended up costing you. Those same little mistakes in retirement can have a tremendous impact and will determine if you have a great retirement, or if you have to go back to work. The “4 Phases of Retirement” was developed to help people develop a roadmap and understand the challenges that they will be facing going forward. Pre-Retirement, Early Retirement, Full Retirement and Final Retirement have great planning opportunities, as well as hidden challenges. Understanding the process will help you plan for the most important time of your life….Retirement! This presentation will break out the four phases of retirement and cover the following topics.
  • How do you prepare for the next phases if retirement. What do you need to do now to have more options in the future?
  • What are the challenges that lie ahead? What planning can you do now to be better prepared in the future?
  • What products and strategies should you be developing to give you the most flexibility in the future?
  • What planning opportunities should I be considering today to put me in a better place tomorrow?
Hopefully, you’ll only retire once! This presentation will give you the roadmap to a successful future!
Home Buying Made Simple Brian Matula, Vice President, Product Relationship Market Manager for TD Bank

Join us and learn how to simplify the path to home ownership. This session is perfect for potential first time homebuyers who want to learn the pros and cons of home ownership, as well as the importance of good credit and the role it plays in obtaining a loan. If you are a potential first time buyer, the information presented in this session will help you decide whether the time is right to buy a home.
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