Assistant Attorney General Chuck Munson and Jennell Huff from the Bank of the Rockies Shields Valley Office will speak about forming habits to avoid becoming a victim of elder fraud and exploitation as well as tips to help protect your loved ones from being victimized.
Space is limited, please reserve your spot by contacting Jennell Huff at jhuff@bankoftherockies.com or calling 406-686-4204 no later than June 10, 2017.
“It’s never too late to make changes to improve one’s financial outlook. It’s never too early to start financial education.” – 2014 MFEC Conference Attendee
Those that attended the 2014 MFEC Conference walked away with a wealth of knowledge they can put to use right away.
Thank you to Lieutenant Governor Angela McLean for kicking off the event, and impressing upon us that increased financial capacity is integral to our future.
Speakers Gene Natali, Jean Chatzky, and Belle Marie shared personal finance strategies for every stage: from teaching school-aged kids and engaging young adults to building wealth and protecting against fraud. We heard from elected officials Tim Fox, State of Montana Attorney General and Monica Lindeen, State of Montana Commissioner of Securities and Insurance.
We heard a panel of experts including Jean Chatzky, NBC Today Show Financial Editor & AARP Financial Ambassador; Matt Dale, State of Montana Office of Consumer Protection, DOJ; Lynne Egan, State of Montana Deputy Securities Commissioner, CSI; and Melanie Hall, State of Montana Banking Commissioner. Together they fielded tough questions from MSU Extension’s own Dr. Marsha Goetting, and painted a picture of Montanans’ financial future. Afternoon breakout sessions offered a chance to delve deeper into nine specific financial arenas with recognized experts.
Check back as details unfold for:
The MFEC 2014 Kids Art Contest
Financial Impact projects funded through a Mini Grant from MFEC
Presentations from the conference
This event was possible only through the partnership of generous sponsors. Thank you.
“Financial Security for a Lifetime” – featuring The TODAY Show’s Jean Chatzky!
Conference Dates:
April 28, 5:00 pm: FreeReception and Resource Fair Opening Remarks from Montana Lt. Governor Angela McLean and Keynote from Gene Natali, author of The Missing Semester, a personal finance primer for young adults
April 29, 8:00am-5:00pm: Conference and Resource Fair
7:00 am Free Continental Breakfast 8:00am – 11:30am Free Conference Keynote by Jean Chatzky General Session Addresses by Monica Lindeen, Montana’s CSI and Montana Attorney General Tim Fox Panel Discussion moderated by Dr. Marsha Goetting, MSU: Greatest Challenges to Achieving Financial Security for a Lifetime Featuring panelists Jean Chatzky, Matt Dale, Montana Office of Consumer Protection, Lynne Egan, Deputy CSI, Melanie Hall, Montana Banking Commissioner 11:45am-5:00pm Paid Conference Luncheon Keynote with Carroll College Professor Belle Marie: Understanding Financial Literacy Concurrent Breakout Sessions: Digging deeper into workable financial solutions for young adults, women, military, and protecting against fraud 2014 Mini Grant awards for YOUR financial literacy projects
