Program Overview

Saturday, January 26, 2013

  • 6 p.m.
    Dinner at Fleur in Mandalay Bay
    Located in the former home of AAA Four-Diamond award-winning French restaurateur Fleur de Lys is Fleur, by "Top Chef Masters" Hubert Keller. Featuring Chef Keller's innovative small plates menu with exquisite selections from around the globe, Fleur offers a world of delectable temptations that will please any palate.

Sunday, January 27, 2013

  • 8 - 8:30 a.m.
    Breakfast
  • 8:30 – 9:50 a.m. 
    Know your Worth
  • 10 - 11:20 a.m.
    Investing Fundamentals
  • 11:30 a.m. – 12:30 p.m.
    Lunch and learn presentation by mybody, LLC
  • 12:30 – 1:50 p.m.
    Talking Money
  • 1:50 – 2 p.m.
    Wrap up

Program Highlights

Know Your Worth: Maximizing Your Money, Your Life
This session will cover the essential building blocks of personal finance. You will leave this talk with an understanding of:

  • Spending: The five items that typically consume 50% of your lifetime income (and what healthy spending really looks like)
  • Saving: The three most common savings myths... busted
  • Credit scores: The importance of this number and how to maintain and improve yours
  • Insurance: The key types of personal coverages to have (and what not to have)
  • Retirement planning: What every woman needs to know

Invest Like the Best: Simple Strategies for Powerful Results
This session will cover the key questions that surround the investment process. You will leave this talk with an understanding of:

  • A review of the current investment landscape
  • The three most important drivers of long-term investment success
  • What your primary investment options are (and how to pick the mix that is right for you)
  • The five most common investment mistakes
  • What you can realistically spend in retirement

Get Financially Naked: How to Talk Money with Your Honey (and Others!)
This session will cover one of the most problematic areas in personal finance - how to actually talk about money with your spouse, your kids, your elderly parents / extended family, and financial professionals (financial advisor, CPA, estate lawyer). You will leave this session with an understanding of:

  • Why financial opposites attract and what to do about it
  • The most important financial lessons to share with your kids
  • The key financial conversations to have with elderly parents (and/or extended family)
  • The various types of financial advisors and how to find the one that's right for you
  • What questions to ask to maximize your relationship with your CPA and your estate lawyer