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UNI hosts Power of the Purse V: Let's Speak Female

September 13, 2011
Contact: 

Diane Curtis, director, UNI Planned Giving, (319) 273-6078 or Diane.Curtis@uni.edu

Stacey Christensen, University Relations, (319) 273-6728 or Stacey.Christensen@uni.edu

CEDAR FALLS, Iowa -- Learn ways to discover your financial freedom at the "Power of the Purse V: Let's Speak Female," a financial seminar for women from 8:30 a.m. to 3 p.m., on Tuesday, Sept. 27, in Maucker Union on the University of Northern Iowa campus.

Presented by the Regions Bank Trust Department, Women's Philanthropy Council of UNI and UNI Foundation, the seminar will open with a breakfast coffee and welcome remarks from Pat Allen.

National speaker and consultant Margaret May Damen will present the keynote address during the luncheon program. She is founder and CEO of The Institute for Women and Wealth and is co-author of "Women, Wealth & Giving:  The Virtuous Legacy of the Boom Generation."

Damen is a nationally recognized trainer, author and public speaker with years of experience in estate planning, philanthropy and women's financial issues. She is a recipient of the Brandeis Women of the Year and the Executive Women of Palm Beach Women in Leadership awards in recognition of her volunteer work.

To open the seminar, Penny O'Connor, UNI instructor and Vicki Angove, CPA, will take participants on an amusing journey of how different generations communicate about money.

Participants may choose two breakout sessions in the morning and one in the afternoon. Experts will present sessions on avoiding financial pitfalls, estate planning strategies, teaching youth about money matters, understanding how the recession has changed us, basic investing, how to achieve your goals, trusts as an estate planning tool and passion-oriented giving.  

A session designed especially for college students will teach them about purchasing a house, purchasing insurance, basic investing and budgeting. Tracy Freese, trust officer, U.S. Bank, N.A. Private Client Group, will present "Ten Things I Know now that I Wish I Knew Then."

The seminar will conclude with a dessert reception and presentation by UNI students who participate in Volunteer Tuesdays. They will share how seeds of philanthropy make a difference in the Cedar Valley.

The seminar fee is $35 and includes lunch.

Registration deadline is Sept. 20, with limited seating available.  To register online, visit www.unicompass.com or call the UNI Foundation at (319) 273-6078 for more information.