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Presentation Details
Do It Herself - A Journey to Financial Freedom
Saturday, January 28, 20128:15 AM-3:15 PM
Caldwell College (Alumni Theatre) - Caldwell, NJ
Cost: $20.00 for one person; $25.00 for two
Walk-ins are $25 per person.
Includes light breakfast, lunch and giveaways.
Seating limited. Please register early.
| 8:15-8:45am | Registration and Breakfast |
| 8:45-8:55am | Assemble in Auditorium |
| 8:55-9:05am | Opening Remarks |
| 9:05-9:45am |  KEYNOTE SPEAKER:
Sharon EppersonCNBC Senior Energy and Personal Finance Correspondent Estate Planning Preparing for the unexpected can make a life crisis easier to bear. Listen to Sharon Epperson's story of how her father's planning helped her family cope with his death. Know the ins and outs of estate planning by learning where to start. Ms. Epperson is CNBC's Senior Commodities Correspondent and Personal Finance Correspondent. She is also a regular contributor on NBC's Today and Today.com and appears frequently on NBC Nightly News, MSNBC and NBC affiliates nationwide. Her first book, The Big Payoff: 8 Steps Couples Can Take To Make The Most Of Their Money - And Live Richly Ever After (HarperCollins), was a finalist for the 2008 Books For A Better Life Awards, honoring works that have "changed the lives of millions." Ms. Epperson was also was a contributing writer in the book, The Experts' Guide To Doing Things Faster (Random House).
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| 9:45-10:00am | Book signing and break |
| CONCURRENT SESSIONS
1A. Budgeting: Making Ends Meet Jody Rorick, CPA Does it seem like there is not enough money to pay all your bills every month? Do you wonder where your money goes? Ease your stress and learn how to create a workable budget that you can put to use immediately. 1B. Asset Allocation and Investing: Your Roadmap to Saving and Investing Diahann W. Lassus, M.B.A., CPA/PFS, CFP® Whether you are just getting started or have been working at it for many years - even if you work with a professional advisor - the last 10 years have been incredibly challenging when it comes to managing your money. Gain an understanding of asset classes, the process of establishing a portfolio of investments and the tactical decisions that must be made in ongoing management of your investments. Join an interactive discussion that will help you take control of your investment portfolio. 1C. Smart Financial Steps for Unmarried Couples Kenneth Shapiro, CPA/PFS, CFP® The number of unmarried individuals and nontraditional family units living together has been on the rise for some time now. Whether you are friends sharing housing expenses or committed life partners, significant tax and financial planning implications need to be understood. Discuss these topics and how your financial planning concerns compare with those of traditional households. 1D. Federal and New Jersey Estate Tax Update Rosemary Ervin, CPA A well-crafted estate plan is essential for anyone who owns assets or has children, whether they are 25 or 75. And estate tax planning continues to pose a challenge for New Jersey residents. Hear about the continuing changes to the federal estate tax laws as well as the New Jersey estate and inheritance laws, which have remained constant since 2001. |
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| To facilitate adequate lunch seating, please choose to have lunch during this time slot or the 12:30-1:25pm time slot, and attend the Credit Score session during the remaining time slot.
2A. Lunch and exhibitors 2B. Understanding Your Credit Score and Credit Report George Williams, CPA, J.D., LL.M. Your FICO score: one simple three-digit number between 300 and 850 that could stand between you and a car loan or home mortgage. Learn how it's calculated, where you can access it and how you should interpret it. Additionally, hear about your rights as a consumer and state laws that exist for your protection. |
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| 12:30-1:25pm | 3A. Understanding Your Credit Score and Credit Report George Williams, CPA, J.D., LL.M. Your FICO score: one simple three-digit number between 300 and 850 that could stand between you and a car loan or home mortgage. Learn how it's calculated, where you can access it and how you should interpret it. Additionally, hear about your rights as a consumer and state laws that exist for your protection. 3B. Lunch and exhibitors |
| 1:30-2:45pm | CONCURRENT SESSIONS
4A. Smart Financial Decisions for Young Women Sarah Krom, CPA, PSA and Stephanie Zisa Understanding your options and your financial responsibilities to yourself can go a long way. It is never too early to hear the tips and tricks that will make your life easier in the future. Learn how to avoid common mistakes and pitfalls by setting your financial goals and putting a plan in place to achieve them. 4B. Money Management for Divorced or Separated Women Sharon Bishop, CPA/ABV/CFF Learn about the taxation of alimony, pendente lite and child support payments. Additionally, discuss why some assets better than others in a property settlement. Find out why maintaining a budget is more important than ever during a divorce process. Come with questions and leave with answers and advice you can put into practice immediately. 4C. Tax Tips Gail Rosen, CPA Find out what tax deductions you may be entitled to (many of which you may not be aware), what you can do now to lower your taxes before year-end, and how to avoid tax problems and/or penalties. As a bonus, pick up some tax-planning tips for starting or growing a small business. Leave with answers to all your pressing tax questions! 4D. Retirement and Social Security Planning Tracy McBride, CPA/CFF, M.B.A. The "new" retirement landscape requires a detailed assessment of individual financial situations and projected retirement expenses. Learn how to minimize federal taxes to your Social Security benefits, protect yourself from inflation, deal with any current indebtedness, accurately review your personal financial statements and anticipate cash flows. Additionally, fully understand the implications of tapping into your retirement funds earlier than anticipated. |
| 2:45-3:00pm | Break |
| 3:00-3:15pm | Closing remarks, surveys, giveaways |
> REGISTER ONE PERSON FOR THIS EVENT ($20.00)
> REGISTER TWO PEOPLE FOR THIS EVENT ($25.00)
If you would prefer to register by check,
please print and mail in the registration form.
Directions to Caldwell College (Alumni Theatre)
120 Bloomfield Avenue
Caldwell, NJ
