Tentative Schedule

8:30–9:00 a.m.—Registration and Continental Breakfast

9:00–10:15 a.m.—Keynote Presentation—Joanne Seymour Kuster
"Values and Valuables:  Leaving the Best Legacy for Your Heirs"

10:30–11:15 a.m.—Concurrent Sessions

  • College Saving and Financial Aid   (Carol Jensen)
  • Gift Annuities   (Keith Christensen and Ann Sponberg Peterson)

11:30 a.m.–12:15 p.m.—Concurrent Sessions  

  • Teaching Kids About Money   (Joanne Seymour Kuster)
  • Selecting Charities and Reading 990s   (Maggie Schoepski)

12:30–1:15 p.m.—Luncheon

1:30–2:30 p.m.—What Your Family Needs to Know (pre-need planning)

2:30 p.m.—Closing Remarks and Door Prizes