At the 2007 Money Conference for Women, keynote speaker Dee Lee captivated the audience with her no-nonsense, humorous approach to financial planning and saving money during her presentation of Let's Talk Money! This year, Dee will motivate attendees to take an active role in educating themselves about money, understanding their own financial situations and exploring life-planning options.
Dee is a certified financial planner and author of several books, including Women and Money: Your Personal Finance Guide, The Complete Idiot's Guide to Retiring Early and The Complete Idiot's Guide to 401(k) Plans.
A strong believer in the importance of financial education, Dee has teamed up with state treasurers across the country to help them educate women in their area.
Because of her broad financial knowledge base, Dee is often consulted as an expert for many television and radio shows across the country and is a regular contributor to CNBC's "Power Lunch." She is also a frequent contributor to ABC's Evening News and CNNfn's "The Flip Side" and provides personal financial advice to WBZ News Radio listeners in the Boston area.
Dee has been featured in the New York Sunday Times and quoted in numerous publications, including USA Today, Fortune, Money, Kiplinger's Personal Finance, Smart Money, Worth, Forbes and the Wall Street Journal. She also penned the Boston Herald's "Money Manager" column for 10 years.
Dee received a diploma in financial planning from Boston University and her MBA from Simmons College. She is a member of the Financial Planning Association and served on their Board of Directors.
In addition to receiving important financial information from Dee, attendees at the Money Conference for Women have the opportunity to attend 75-minute interactive, educational sessions focusing on money management, investment and retirement strategies.
The 2008 Money Conference For Women will also feature special topics and workshops. Sample workshops from our previous conferences include:
Money Matters
Focus on basic money management skills, setting goals, developing a spending plan, reducing expenses and debt reduction. Real examples will engage participants and empower them to manage their household's resources and achieve their financial goals. Complimentary calculator and notebook is provided for each participant.
Getting Out of Debt
Take an inventory of your financial life; find out where your money goes and how to take control of your debt. Topics include assets, net worth, cash flow, saving money, credit history and debt resources.
Getting Started in Investing
Learn the rules of the game, what to expect and how to pick the right investments for your goals. Topics include basic investment terms, compounding, dollar-cost averaging and investment clubs.
Advanced Investing and Estate Planning Basics
Take your investing to the next level -- a more in-depth look at how to pick the right investments for your goals and the essentials of good estate planning. Topics include building your portfolio, international investing, asset allocation, wills, trusts, power of attorney, taxes and gifting and charitable trusts.
Retirement Planning: A Reality Check
We'll expose some of the most popular and misunderstood myths about preparing for retirement. Important concepts and principles of creating retirement income that will be covered include: how much will I need?; what about social security?; what do I need to worry about when it comes to my investments in retirement?; the rules of withdrawing your savings; and working with financial advisers.
Learn Whether to Bank on Social Security In Your Retirement
A workshop about the solvency of Social Security, how many of the proposed changes could affect you and an overview of the best savings options for a secure retirement. Topics also include pensions and healthcare options.
Preparing for Homeownership
This workshop will cover the fundamentals of how to prepare for homeownership. Topics will include: understanding the importance of your credit history and credit score in the loan process; what steps to take in assessing your readiness to apply for a loan; how to shop for the right mortgage lender for your situation/how to avoid predatory lenders; and learn how calculate monthly payments.
Borrowing Options
At some point everyone needs a loan, but there are so many ways to borrow. This workshop will discuss home mortgages, equity loans, personal loans, secured/collateral loans, credit cards and revolving credit, including options for starter credit and credit re-establishment, and more. You will learn what to look for and to watch out for. Additional topics include tax treatment, duration, fixed and variable rates, loan structures, credit implications and more.
Your Financial Makeover: Real Tips and Tools
This workshop focuses on women's real financial planning needs and provides guidance to help you take control of your financial future by offering resources to help you plan. This highly interactive workshop highlights critical financial issues and concerns for all women. Real-time, personalized suggestions and recommendations will be offered to address the issues you identify as the most important for your financial future.
College Planning 101
Prepare for your child's future education today! Learn how to finance a college education and how saving in a 529-college savings plan can help you get ahead in the game. Topics include calculating future tuition costs, savvy tax savings and investment strategies, financial aid and borrowing options.
Found Money! Special Savings Programs, Benefits & Incentives
Connecticut's hard-working women who are income eligible may be able to participate in a wide range of government-sponsored savings/benefits programs and special match incentives, which can assist them in saving for homeownership, buying a car, starting a small business -- or increasing tax refunds! This workshop is targeted specifically for low-income, working women and aims to educate them and help them take advantage of little known incentives and savings/benefits programs.
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