Women's Summer Workshop

Taking Control: A Financial Management Workshop For Women

Agenda

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Thursday, July 31 | Friday, August 1 | Saturday, August 2 | Sunday, August 3

Thursday, July 31, 2008

6:00 – 8:00 pm

• Opening Reception

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Friday, August 1, 2008

7:30 - 8:00 am

• Breakfast

8:00 - 11:30 am

General Session

Cash Management

• Determining your Net Worth
• Understanding your Cash Flow – Personal and Professional

Risk Management

• Health Insurance
• Long-Term Care
• Disability, Liability

Investment Planning

• Establishing your Goals, Determining your Risk Tolerance, Tax-deferred Alternatives
• Examining Stocks and Bonds

1:00 – 5:30 pm

• White Water Rafting (Transportation on own)
  Organized by Sawtooth Adventure Company
  Approx. 1 hour from Sun Valley Resort
  Lunch included

Optional Evening Event(s):

5:30 – 8:00 pm

• Wine Tasting/Walk Through of Art Gallery

6:30 – 7:30 pm

• Symphony Orchestra Performance

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Saturday, August 2, 2008

7:30 – 8:00 am

• Breakfast

8:00 am - 12:00 pm

General Session

Tax Planning

• Marginal Tax Brackets and Tax Credits
• Proper Estate Planning
• Tax-Favored Investing

Retirement Planning

• Calculating the Cost of your Retirement
• Personal Savings and Investments

12:00 – 1:30 pm

• Group Lunch

1:30 - 7:00 pm

• Free Time

2:00 - 5:00 pm

• One-on-One Sessions with Erika (sign up on-site)

7:00 – 9:00 pm

• Group Dinner

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Sunday, August 3, 2008

7:30 – 8:00 am

• Breakfast

8:00 am - 12:00 pm

General Session

Estate Planning

• Estate Distribution Methods
• Estate Taxes
• Charitable Gifting

Divorce, Widowhood

• Joint Debts
• Prenuptial Agreements

Play “Jeopardy” to see who has retained the most from the material provided!

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Agenda is subject to change without notice.