Featuring Keynote Address...

Mindfulness and Money: 
Negotiating for Your Life

Nicole Schapiro

With innovative sensibility and irresistible energy, Nicole Schapiro ignites people, passion and possibilities that produce sustainable results.  She is is a New York Times bestselling author of Negotiating for your Life.  She has published numerous business articles and has been a guest on national Radio and TV Show such as Oprah, CNN and BBC. She was described by the New York Times as a "role model for all people who want to succeed and are not afraid of the odds.  She is indeed a role model for risk taking, resilience, and achieving vision and results. Chicago Tribune described Nicole, "As a most inspirational speaker. Her presentations are life changing. 

Topics she will cover include

• Your relationship tune-up with money
• Being in charge of your choices: Pride without Guilt
• What we can control and influence: How to do it pro-actively
• Tips and Tools to sustain ones vision and action for success
• Becoming more aware and understand how to get what you want without selling out

Link to bio

Estate Planning

Revocable Living Trusts

Annie Tyler
Director of Marketing
Affordable Living Trusts

To reach your financial goals there are two things that greatly contribute - spending less and making more. Pick up some great tips on spending less and work on goal setting towards making more. This workshop will also discuss saving and investment opportunities with all that money not spent!

How Money Works
Controlling Your Financial Future

Lori Ellingson and Amy Furler, Investment Advisors from World Group Securities

TTracks and Workshop Topics

For those who have not planned their estate, you may be happy to know that the State of California has prepared an estate plan for you free of charge. This state provided estate plan is referred to as "intestacy." Under the laws of intestacy, the estate of a person who dies without a will or trust will pass (after lengthy and costly probate proceedings) to biological relatives under the traditional family model.  Is that what you want?

Who needs estate planning? You do--whether you are single or coupled-whether your estate is large or small. Either way, you should designate someone to manage your assets and health care and personal care decisions for you if you ever become unable to do so for yourself.

Advanced Healthcare Directives

Lesbian couples rightly fear being shut out of medical decision-making if one of them has a medical emergency. But the solution to this is guaranteeing that EVERYONE, gay and straight, partnered and not, has the person they want making their health care decisions. Completing an Advance Health Care Directive (AHCD) is important for all individuals as they may unexpectedly be in a position where they cannot speak for themselves, such as an accident or severe illness.

Eileen Hamilton
Estate Planning Attorney

You, the Executor

Cari Ann Hays
President, Executor Consulting Services

You've become an executor, you walk into the house and as you look around the realization hits, "What am I going to do with all this stuff?  Being the executor of your loved one's estate is a complicated role, and while the lawyer and the CPA will help you with the legal and financial aspects of the estate, ECS will help with the household and personal belongings management. ECS guides executors through sorting, organizing, distributing, inventory and so much more.  The actions of the executor affect estate value, family relations, and estate taxes. Attend this session and learn practical steps to take as an executor.

Financial Strategies

Surviving this Economy

Andrea Roland
Certified Financial Planner
Waddell and Reed

Wouldn't it be nice to learn how money really works? We are all taught how to make money but how many of us are taught what to do with it after we make it?  Would you like to learn how to make some of your hard-earned money work for you instead of you always having to work for it? Would you like to learn about financial independence and about how to meet your financial goals?

If you need to develop a financial strategy, if changes in your life have taken you off your financial course, or if you just need to review your current financial conditions, this is a workshop you don't want to miss.

Cutting costs and saving money is essential in surviving the present economic downturn.  What does your cash flow look like? How do you resist the urge to spend?  Is frugal living, the answer?  Let's talk about wise living, right sizing…, smarter money management.  How do you s-t-r-e-t-c-h your dollar?

Exploring Alternatives

Lisa Messina
Business Coach, Entrepeneurs Source









Lisa offers her expertise as a business and career coach to help those looking for alternatives to the current job market achieve their independence exploring business options.

Lisa will have a table and be around breaks to meet with you and answer questions.