Breakout Session #1
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Growing Your Business: Strengthen, Scale & Succeed
Panel Discussion: Building a business is only the beginning—growing it takes strategy, resilience, and vision. In this panel discussion, experienced entrepreneurs share how they strengthened their foundations, navigated challenges, and scaled their businesses to the next level. Gain practical insights and inspiration for sustaining growth, expanding your impact, and defining success on your own terms.
How to Have Conversations About Money
-Connect your values to financial decisions
-Conduct regular, low-pressure money conversations
-Ask open questions and listen with intention
-Share experiences to build trust and openness
-Communicate clearly and without judgment
-Choose one simple next step
Insurance Essentials: Protect What Matters Most
-Assess insurance needs for life, family, business, & personal assets
-Evaluate risk to avoid under- or over-insuring
-Compare policies and providers for coverage, exclusions, and value
-Understand premiums, deductibles, limits, and how they affect protection
-Coordinate multiple policies to minimize gaps
-Review and adjust coverage as circumstances and goals change
Navigating Finances After a Major Life Event
-Understand how major life events can disrupt financial stability and impact decision-making under stress.
-Navigate the complexities, risks, and emotional pressures of managing finances during periods of uncertainty.
-Identify the key factors that lead to better outcomes in financial crises.
-Create a realistic plan to regain stability & rebuild for the long term.
-Examine common pitfalls during crisis and how a structured approach can reduce risk and improve outcomes.
Smart Strategies for Reducing Debt
-Understand your consumer rights and available protections
-Stay organized by retaining key account communications and notices
-Review credit reports and statements for inaccuracies
Use resources / monitoring tools to understand current rates, terms, and account status
-Choose a payoff strategy (snowball or avalanche)
-Implement spending controls and track progress
Your Credit Score: How to Raise It
-Check credit reports
-Identify key factors affecting your credit score
-Manage collections and take steps for resolution
-Avoid common credit myths that can lower your score
-Monitor your credit to track changes and catch errors early
-Understand how credit impacts future borrowing and homeownership
Breakout Session #2
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Advanced Investing: Refine & Expand Your Strategy
-Identify all sources of retirement income and estimate future needs
-Choose contribution and investment strategies for your accounts
-Optimize withdrawal strategies and plan for tax-efficient income
-Coordinate Social Security, pensions, etc. for maximum impact
-Plan for longevity and unexpected market or life events
-Review and adjust your retirement plan regularly with professional
Alison Kosik’s No BS Budget
-Set clear financial goals
-Select a budgeting strategy that fits your needs
-Track expenses and create a flexible spending plan; include essential & discretionary spending
-Develop and implement a plan for sustainable progress
-Review your budget with a 10-10-10 weekly check
Banking Smarter & Protecting Your Money
-Compare checking and savings options for fees and benefits
-Identify unnecessary banking fees
-Learn common types of borrowing options
-Choose banking products that match your life stage needs
-Leverage digital banking tools and alerts for efficiency, savings, and overdraft prevention
-Cybersecurity – protecting your money
Career Transitions, Re-Entry & Encore / Post-Retirement
-Evaluate goals, skills, and constraints for a career transition
-Assess the financial impact of changing or resuming work
-Update résumés and professional profiles to highlight transferable skills
-Identify re-skilling or credentialing options for new career paths
-Apply effective job search and networking strategies
-Develop transition plan aligned with long-term financial sustainability
Estate Planning Basics
-Understand wills, trusts, and strategies to minimize probate
-Use financial and healthcare Powers of Attorney
-Designate guardians and understand the risks of not doing so
-Review and update beneficiary designations for all accounts
-Recognize life events that should trigger an estate plan review
-Organize documents for secure storage and easy access
Starting a Business: From Idea to Launch
Panel Discussion: Many successful businesses begin with a simple idea. In this panel discussion, local women entrepreneurs share their journeys—from early inspiration to building thriving businesses. Hear honest insights, challenges they faced, and the steps that helped turn their ideas into reality.
Breakout Session #3
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Estate Planning Basics
-Understand wills, trusts, and strategies to minimize probate
-Use financial and healthcare Powers of Attorney
-Designate guardians and understand the risks of not doing so
-Review and update beneficiary designations for all accounts
-Recognize life events that should trigger an estate plan review
-Organize documents for secure storage and easy access
From Resume to Raise
-Research fair-market comp and benefits for your role and experience
-Prepare a résumé that clearly communicates your value
-Present yourself professionally through dress and workplace appropriateness
-Prepare a strategy for negotiating pay, benefits, and compensation
-Identify negotiable elements beyond salary (benefits, flexibility, etc.)
-Build confidence and resilience for ongoing compensation conversations
Investing 101: Getting Started
-Understand why we invest
-Understand key investment terms & concepts
-Choose the right account types for your goals
-Align investment choices with your time horizon and risk tolerance
-Start with simple, low-cost investments that are easy to manage
-Set up automated contributions to build wealth consistently
Smart Strategies for Reducing Debt
-Understand your consumer rights and available protections
-Stay organized by retaining key account communications and notices
-Review credit reports and statements for inaccuracies
-Use resources / monitoring tools to understand current rates, terms, and account status
-Choose a payoff strategy (snowball or avalanche)
-Implement spending controls and track progress
YES! You Can Own a Home
-Key traits of today’s successful first-time home buyer
-Creating your Homeownership Team
-Establishing a realistic home buying timeline
-Myth-busting mortgage loan misconceptions
-Identifying common pitfalls that can delay or derail preapproval
-Education, resources, and down payments assistance options
Your Credit Score: How to Raise It
-Check credit reports
-Identify key factors affecting your credit score
-Manage collections and take steps for resolution
-Avoid common credit myths that can lower your score
-Monitor your credit to track changes and catch errors early
-Understand how credit impacts future borrowing and homeownership