Agenda

Registration and Continental Breakfast
(sponsor booths open)
8:00 – 9:00am

Welcome and Introductions
Ann Tardy, Life Moxie
9:00 – 9:10am

Keynote Speaker
Susan Schwartz,"Charisma!"
9:10 – 9:40am

Break-Out Session I
9:45 – 10:30am

• Relationship with Money by Sharon Osborn
• Entrepreneurship by Jennifer Chapin
• Investing and Retirement by Rachel Robasciotti

Break-Out Session II
10:35 – 11:20am

• Financial Planning by Troy Collins
• Negotiating Skills by Gail Sedalla
• Wills and Trusts by Alma Soongi Beck

Break-Out Session III
11:25 – 12:10pm

• Insurance Panel: Troy Collins, Gena Stephens, Rachel Robasciotti, Michael Reidenbach, and Amy Wolfe
• Credit, Debt, and Savings Strategies by Kim Fisher
• Legal Rights in Marriage by Maraka Willits

Morning Wrap-Up
12:10 – 12:25pm

LUNCH
12:25 – 1:25pm

Afternoon Keynote Speaker
1:25 – 1:50pm

• Finding Your Personal Power by Ginger Schultz, esteema

Break-Out Session IV
1:55 – 2:40pm

• Social/Emotional Aspects of Money by Brett Johnson Solomon
• Real Estate Investing by Deborah Lopez
• Women in Transition by Pat Obuchowski

Break-Out Session V
2:45 – 3:30pm

• Child Care Options by Jean Rowcliffe and  Stacy Paxton
• Presentation Skills by Carol Martin
• Mortgages and Home Ownership by Mary Kay Scully

Afternoon Wrap-Up: Actually Making It Happen
3:35 – 3:50pm

Closing Remarks Ann Tardy
3:50 – 4:00pm

RECEPTION
4:00 – 5:00pm

Location: First Unitarian Universalist Church & Center
1187 Franklin Street
corner of Franklin and Geary in the heart of San Francisco.