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UNI hosts Power of the Purse VI on Sept. 25

September 11, 2012
Contact: 

Diane Curtis, director, UNI Planned Giving, 319-273-6078, diane.curtis@uni.edu

Stacey Christensen, UNI Office of University Relations, 319-273-6728, stacey.christensen@uni.edu

CEDAR FALLS, Iowa -- Learn ways to discover your financial freedom at "Power of the Purse VI: The Power of the Three Cs" a financial seminar for women from 8:30 a.m. to 3 p.m., Tuesday, Sept. 25, in Maucker Union on the University of Northern Iowa campus.

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

Jean Trainor will present the keynote address, "The Power of Giving from the Heart," during the luncheon program at noon. Trainor is the CEO of Veridian Credit Union.

Penny O’Connor, an instructor in communications studies at UNI, will open the seminar with a panel of professionals addressing the topic "No Question is a Stupid Question." Several breakout sessions will be held throughout the day to help women discover the "Power of the 3 Cs: The courage to ask the right questions to gain confidence to take control of your finances." The seminar will conclude with a panel wrap-up and a dessert reception.

Other "Power of the Purse VI: the Power of the 3 Cs" presenters include:

- Elaine Eshbaugh, UNI assistant professor of gerontology, and Candy Diercks, owner and executive director of Home Instead Senior Care, will present "The Economics of Aging." The session will focus on how finances define the choices available to the elderly and strategies to stretch retirement resources.

 -Stephanie Arensdorf, financial advisor, Gary Fober & Associates, Ameriprise Financial Services, will present "Maximizing Your Social Security Benefits." She will address questions such as what role does Social Security play in retirement, when should you start taking benefits and can you change your mind after applying for benefits.

- Erica Feldick, financial planner, Jacobson Financial Services, will help you know what questions to ask yourself, your planning partner and your advisor in "Investing 101." She will also present "Retirement Income Planning: How to Make the Most of Your Assets During Retirement."

- Sue Fangman, vice president, private banking manager, U.S. Bank, N.A., will discuss online commerce and banking.  Participants will learn about security practices and resources during the session "Online Banking, Online Business, Online Philanthropy and Protection of Identity."

- Jody Corwin, financial advisor, LSB Financial, will unravel the case for life insurance, long-term care insurance and disability.  She will present "Insurance Basics for Health, Life and Disability: Insurance as it Fits into Your Financial Plan."

-In the session, "Can a Recovering Housing Market Lift our Spirits?" Fran Smitherman, equity analyst, Regions Bank, will explain how trends in investing and spending affect us.

-Theresa Hoffman, attorney, Beecher, Field, Walker, Morris, Hoffman & Johnson, will explain what qualifications to look for when naming an executor or trustee for your will or trust. She will also examine legal and tax issues in planning your estate. She will present two sessions:  "What You Need to Know When You are Named Executor or Trustee" and "What You Need to Know When Planning Your Estate."

- "The Potential of the Purse" is designed to teach college students about purchasing a house, purchasing insurance, basic investing and budgeting. Tracy Freese, trust officer, U.S. Bank, N.A. Private Client Group, will present this session.

The seminar fee is $35 and includes lunch.

Registration deadline is Sept. 18, with limited seating available. To register online, visit www.uni-foundation.org or call the UNI Foundation at 319-273-6078 for more information.