Michigan Money Summit: Speaker Schedule

WWJ’s Michigan Money Summit
Saturday, October 18, 2008
The VistaTech Center, SchoolCraft College

OPENING SESSION
8:30a-9:30a

Where Are We Now?  Where Are We Going?
Ken Ross, Office of Financial and Insurance Regulation, State of Michigan
Mark Shobe, President, DFCU Financial
Beverly Doolin, IRA Product Manager, IRA Product & Strategies Department
Murray Feldman, Moderator

 
Breakout Sessions

1
TITLE:   Investing in today’s Volatile Markets
PRESENTED BY: Daniel Cesta, President, Pinnacle Wealth Management
Investing your retirement in today’s volatile market is extremely challenging.  Daniel Cesta, CFP, CPA, President of Pinnacle Wealth Management Group will lead a discussion on portfolio management, investing and how to survive 30 years without a paycheck. Two questions you should ask yourself, how is my portfolio doing and do my investments have safe guards in place?  Lastly, is my portfolio currently on track to meet my goals and objectives?   

2
TITLE:   Being Credit Aware:  How to Improve Your Ability to Borrow
PRESENTED BY:  Michigan First Credit Union
Learn how the credit system works and how to read a credit report.  Find out what makes up your credit score, and what actions will cause it to go up or down.   Your credit plays a role in the interest rates you pay and even whether you’ll get the job you want.  Learn how to improve your credit score and work with the credit reporting agencies.

3
TITLE:   Estate Planning and Asset Protection
PRESENTED BY:   Morello Law Group
It’s not just the stock market that can take a big chunk out of your hard-earned assets.  Without proper planning, the government can too.   Attend this session and learn:  how to gain control over your assets through a will or trust, the risks of joint ownership, wealth transfer options, tax rules on asset transfers, a brief discussion of asset protection strategies available to

4
TITLE:    Saving for College
PRESENTED BY:   Michigan Education Savings Program
Learn how to prepare for a child's tomorrow by saving for college today -- with the Michigan Education Savings Program (MESP).
5
TITLE:    Danger! Scams, Frauds and Con Artists
PRESENTED BY:  Michigan’s Office of Financial and Insurance Regulation
How to recognize if you are being targeted for affinity fraud or a Ponzi scheme.   How con artists operate.   How to be sure you’re investing in a legitimate security and that your financial advisor is not a crook.

6
TITLE:   Foreclosure Prevention
PRESENTED BY:  Lisa Gibson, National City Bank
 Many home owners today are facing very challenging situations – possibly even foreclosure.   Lisa Gibson - Homeownership Preservation Specialist from National City Bank will host a session on foreclosure and answer questions on this very important topic.

7
TITLE:  Five Threats to Your Retirement Security
PRESENTED BY:  Global Wealth Advisors
Maximize your investments, by gaining an understanding of asset classes, asset allocation, diversification, risk and reward, costs and fees, the difference between passive and active investing.

8
TITLE:  Retirement Planning
PRESENTED BY:   Truman Timmis, JD, Senior Vice President of The Advanced Strategies Group, Inc. in Novi
Retirement Planning:  what to plan for, the challenges and potential solutions.
 
9
TITLE:   Is It Time To Roll Your 401(k) Into An IRA?
PRESENTED BY:   Bev Doolin, Assistant Vice President, Wachovia Securities
Changed jobs recently? Wondering what to do with your 401k savings?   Beverly Doolin will lead a discussion on making the best decisions based on your personal needs and goals.

10
TITLE:   Medical Benefit Options for Retirees
PRESENTED BY:  Dawn Banerian, President, Woodward Benefits
Costs for Healthcare Coverage continues to soar!  Change jobs?  Retired?  Have you recently lost group an/or retiree benefits?   Dawn Banerian – President of Woodward Benefits will lead a discussion on options for healthcare coverage and options.

11
TITLE:   Reverse Mortgages for Michigan Homeowners
Patrick Ervin, Michigan Reverse Mortgages
Patrick Ervin, Manager of Michigan Reverse Mortgage in Birmingham will be presenting information on Reverse Mortgages and how the new law has made these safer, less expensive and more attractive as an option for Seniors.

Click here to register.