Money Matters for All Ages!


Money Matters for All Ages!
Money Matters for All Ages!
Thursday, April 9th, 2015
Registration Form
Name: _____________________________________ Phone: (most used) _______________________
City: ____________________________________ State: ________ Zip:_________________________
Email: ____________________________________ Active Generations member?
___ Yes ____ No
Check 1 seminar each hour you would like to attend (only 1 choice for 11:45 and 1:30 p.m. time slots)
9:00 a.m.
_____ Worried About Your Financial Vulnerability? Gary Popkes, CFP, Security National Bank
_____ The Benefits of Reverse Mortgages: Jake Droge, Owner Open Mortgages
_____ Estate Planning: Brian Kirby; Attorney with Lindquist and Vennum Law Firm
10:30 a.m.
_____ Housing Authority - Navigating Housing Maze; Vona Johnson; Director Rental Housing, SDHDA
_____ Developing & Maintaining A Sound Retirement Plan; Michael List; CFP - Security National Bank
_____ Preventing Financial Exploitation; Meghan Roche, Assistant United States Attorney
11:45 - 1:15 p.m. ____Lunch - Financial Roundtable Event (See Description)
Limited Seating - Lunch available to first 100 registered ___ Turkey ___ Ham
____Roast Beef Croissant
1:30 p.m.
_____ Identity Theft Panel Featuring -Jennifer Johnson, SNB and a representative from the
Sioux Falls Police Department Fraud Unit.
2:45 p.m.
_____ Spending Plans for the Budget Savvy; Breck Miller; Center for Financial Resources, LSS
_____ LTC Seminar - Ron Staebell, CLU, ChFC, AEP
_____ Worried About Your Financial Vulnerability? Gary Popkes; CFP - Security National Bank
400 p.m.
_____ Weapons of Fraud - Leni Healy; SD AARP
_____ Developing & Maintaining A Sound Retirement Plan; Michael List; CFP - Security National Bank
_____ The Cost of Caregiving for a Loved One - Bobbie Jo Leggett, Caregiver Outreach Coordinator/Active Gen.
DINNER BREAK (on your own)
_____ LTC Seminar - Ron Staebell, CLU, CHFC, AEP
_____ ESTATE planning - Martin Oyos & Howard Paulson
_____ How to grow and start your business - Michele Arends; SBA
*Registration Deadline: April 3rd, 2015
Proud Sponsors:
*Any information you provide to the host organization will be governed by its privacy policy.
Return This Form To:
Active Generations
2300 W. 46th Street,
Sioux Falls, SD 57105
(605) 336-6722
Money Matters 2015
Seminar Descriptions
Reverse Mortgages
Jake Droge; Owner Open Mortgage
Presented at: 9:00 a.m.
A reverse mortgage is sometimes an option for seniors when they want to use their home equity to stay in their
home or use it for monthly expenses they may incur. Come learn the facts when considering a reverse
“Worried About Financial Vulnerability?”
Gary Popkes, CFP®, 20+ years of experience
Presented at: 9:00 a.m. or 2:45 p.m.
Numerous studies have shown a person’s financial abilities start to exhibit declines in their 50’s. Learn five
tips to help you protect yourself by attending this workshop!
Estate Planning
Brian Kirby Attorney with Lindquist and Vennum Law Firm
Presented at 9:00 a.m.
Join Estate Planning Attorney; Brian Kirby as he discusses wills, trusts, personal representatives, etc. He will
also have time for general questions and answers.
Navigating Affordable Housing Options
Vona Johnson, Director Rental Housing Management
Presented at 10:30 a.m.
Are you looking for housing options for yourself, an aging parent, relative, or friend? There are many things to
consider when making the transition into seniors’ housing, whether it be to a smaller house or apartment or to
an assisted living or congregate home. How affordable is it? What level of services are available? Come to
this session to learn about the types of assistance that are available to help keep your next move affordable.
Preventing Financial Exploitation
Meghan Roche, Assistant United States Attorney
Presented at: 10:30 a.m.
Description: Studies have shown that financial exploitation is one of the most frequently reported forms of
abuse against older Americans. Learn tips on how to avoid getting caught up in scams, how to protect your
identity and avoid Medicare fraud, and how to recognize and report questionable behavior that happens to you
or your loved ones.
“Developing and Maintaining a Sound Retirement Plan”
Michael List, CFP
Presented at 10:30 & 4:00 p.m.
Learn how to maximize your retirement by following these simple investment strategies. The more you know
about how to handle your retirement assets and retirement income, the better you can sleep at night!
Financial Roundtable Opportunity (Limited Seating - 1st 100 registered only due to limited space)
11:45 - 1:15 p.m. - Sertoma B *Free lunch 1st 100 compliments of SDAARP
Boxed Lunch includes (croissant, salad, chips & cookie with beverage)
Our 2015 Money Matters Event is bringing back our Round-Table event due to the positive response from the last two
years. Over the noon hour - the speakers covering financial topics will be available for roundtable discussions and
question and answers.
Table Topics / Speakers will include:
 Fraud & Scam Information - Better Business Bureau, Inc
 Medicare Questions & Answers -
 Budgeting ideas and living on a fixed income - Consumer Credit Counseling Services
 Navigating Housing Options on Limited Income: South Dakota Housing Authority
 Developing a 2nd Career /Turn your hobby into a business - Small Business Administration
 Estate Planning Questions
 Retirement Investing
Have your questions ready for these professionals and they will help facilitate dialog and conversation around yours and
others questions. You may visit as many of these roundtables as you like or have time for.
Identity Theft Panel
Jennifer Johnson, SNB and Sioux Falls Police Department Fraud Unit Representative
1:30 p.m. - Room 203
Come and learn how identity theft can affect you and the steps to prevent fraud, and what to do if you are a victim of
identity theft.
Spending Plans for the Budget Savvy
Breck Miller: Center for Financial Resources, LSS
Presented at 2:45 p.m.
This is a great seminar for those on a fixed income. You’ll have the opportunity to learn about resources to help you
with overcoming rising costs and give you budgeting techniques and tools to help you continue successful money
management in retirement.
Long Term Care, Protect Your Savings
Ron Staebell, CLU, CHFC, AEP, Principal Financial Group
Presented at 2:45 p.m. & 5:30 p.m.
Come and learn about the various o options available regarding the long-term care insurance world. Ron has
will provide a very educational presentation.
Weapons of Fraud
Leni Healy, AARP SD
Presented at 4:00 p.m.
Last year alone, according to AARP Fraud Watch Network 12.6 million Americans were victims of identity theft – that’s
one person victimized every 3 seconds. With scammers busy thinking up new ways to steal your money, how can you
protect yourself and your family?
The Cost of Caregiving For A Loved One
Bobbie Jo Leggett; Caregiver Outreach Coordinator, Active Generations
Presented at 4:00 p.m.
43.5 million of adult family caregivers care for someone 50+ years of age and 14.9 million care for someone has has
Alzheimer’s disease or other dementia. Besides effecting family members caregivers sense of well-being, emotional
health and daily life, caregiving brings a tremendous financial burden to families. Come learn the real cost of caregiving
for a loved one and the many different options and costs associated with these in this informative seminar.
Estate Planning Consideration
Howard Paulson & Martin Oyos; Christopherson, Bailin & Anderson
Presented at 5:30
Learn about essential estate planning documents and terms, including: powers of attorney, wills, property transfers,
titling assets, healthcare power of attorney, and much more! Howard and Martin are estate planning attorneys.
How to start and Grow & Business and Obtain Financing!
Michelle Arends, SBA
Presented at 5:30 p.m.
Are you nearing retirement and exploring new opportunities? Or, are you wondering how you will generate income once
you retire? Whether you are interested in starting a small business right away or are intending to wait until after
retirement, now is the time to explore the possibilities. SBA has a number of resources and tools to help encore
entrepreneurs effectively prepare for starting and running a small business, including business planning, mentoring and
financial assistance.