University of Idaho Financial Conference

Oct. 1, 2021 from 8 a.m. to 3:30 p.m. (Pacific Time) at the University Inn, Moscow

We are so excited to offer the live version of Our Financial Conference. Plus we are going to offer hybrid sessions so those that are far away can join in the fun too. We gave folks a tiny taste of what our amazing financial team has to offer last October and now it is time to party in person. In lieu of the Smart Women, Smart Money Conference, our group of local financial institutions, businesses and professionals are bringing an amazing made-for-you financial conference to help you get back on track and shine.

It has been made for you, our community, in mind. Everyone is invited. Men, women, teens. We have topics that are relevant, timely and positive as we move forward. There will be tons of information and resources plus a free lunch to boot (we will even have coffee and snacks in the morning). And the cost is absolutely free (our amazing financial friends and sponsors love you so much that they are paying) but we need to know that you are coming so registration is required. Plus there will be door prizes throughout the day too… very cool door prizes. And everything is free. Did I mention that it is all free? Registration begins on Aug. 1 so check back then to reserve your spot(s).

Agenda

Oct. 1, 2021

8 – 8:45 a.m.: Doors Open for Participant Check-in and Vendor Visits

Check in, Get your Swag Bag, Grab a Coffee and a Snack, Begin Visiting Vendors, and Find a Seat. If space permits, walk-in registration will be taken after registered guests are seated

8:45 – 9:30 a.m.: General Session — Welcome, Introduction to Conference, and a Little Inspiration to Start the Day

• Karen Richel — University of Idaho Extension

9:30 – 9:40 a.m.: Visit Vendor Booths on Your Way to Breakout #1

9:40 – 10:40 a.m.: Breakout #1

Make Education an Affordable Reality

• Nick Thiros, Ideal 529 Plan

Simplifying Your Income Taxes

• Megan Neilson, Palouse Tax Service

What the Heck is Happening with The Housing Market? Panel

• Dave Clark — Columbia Bank
• Misty Curry — Latah Realty
• Tim Kinkeade — First Home Bank
• Nils Peterson — Moscow Affordable Housing Trust
• Jennifer Wallace — Palouse Habitat for Humanity
• Marlys Wilson — Latah Credit Union

10:40 – 11:10 a.m.: 30 Minutes of “Quality” Vendor Time on Your Way to Breakout #2

11:10 – 12:10 p.m.: Breakout #2

Setting Your Credit Score on Cruise Control

• Laura Smith, Idaho Central Credit Union

Getting Ready for Retirement (Before and During Retirement) Panel

• Noreen Brisson — Idaho Department of Insurance, SHIBA
• Kirk Larson — Social Security Administration
• Rusty Schatz — D.A. Davidson
• Justin Swift — Northwestern Mutual, Trail and Swift Financial

12:10 – 12:30 p.m.: More Vendor Booth Time and Lunch Pick-up

This is a great time to visit the vendors as the hotel and sponsors set up for lunch. Please come to the Vendor Area and we will announce when it is time to go back into the Convention Center for lunch.

12:30 – 1:30 p.m.: Lunch with a Sponsor!

Have a burning question that only a financial planner can answer? Or maybe a credit union or lawyer? Our sponsors are treating you to lunch along with some great FREE quality time with them to ask any question you want. Come and enjoy Lunch with a Sponsor.

1:30 – 1:45 p.m.: Last Chance with the Vendors

Our Vendor Booths will be Leaving Soon — Stop on Your Way to Breakout #3

1:45 – 2:45 p.m. : Breakout #3

Financial Apps: The Good, the Bad and the Ugly

• Luke Erickson — University of Idaho Extension

Community – Powered (Financial Empowerment — Realizing Your Dreams)

• Tatiana Morales — Idaho Women’s Business Center

Enjoying the Fruits of Your Labor (Post Retirement and Estate Planning) Panel

• Nancy Ax — Idaho Department of Finance
• Rhonda Comstock — AARP
• Ellis Eifert — Eifert Law Firm
• Kristin Schmidt — Community Action Partnership, Area Agency on Aging & Community Services
• Justin Swift — Northwestern Mutual, Trail and Swift Financial

2:45 – 2:55 p.m.: Walk Back to General Session

2:55 – 3:30 p.m.: Don’t Leave Yet… Final Comments and Door Prizes! Please come join us! You are not going to want to miss the final door prizes.

Please Complete Your Survey (paper or QR Code) and pick up your door prizes at the Registration Desk.

Thank you so much for being a part of this amazing conference! Can we count on you next year?

Have an Amazing, Joyful, Grateful, Resilient, Financially-Abundant Year!