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The Money Conference: Financial Empowerment for Individuals & Families
Saturday Nov 12, 2011
9:30 am - 3:00 pm

The UMass Lowell Inn & Conference Center
50 Warren Street
Lowell, MA 01852

The conference is FREE and space is limited. Registration will close
when capacity is reached.

To register for The Money Conference: Financial Empowerment for Individuals & Families, you
may fill out the form below and submit online.

All registrants  will be confirmed via email and a confirmation letter at their mailing address, prior to the Conference. The confirmation letter will include break-out session confirmation, a name tag, transportation directions, and parking instructions.

Contact Information (*Required - **One of Four Required)
*First Name: *Last Name:
*Address1: *City: *State: *Zip:
**Day Phone **Evening Phone **Email
*Are you a return Money Conference attendee? Yes No
Do you have any physical limitations that will require special
assistance on the day of the conference?
Do you require childcare?
If so, how many children?
What ages?
Do you require a vegetarian lunch option?
Agenda
9:30 am –10:00 am Continental Breakfast & Registration
10:00 am –11:00 am Welcome and Opening Remarks
11:00 am – 12:30 pm Morning Break-out Sessions
12:30 pm – 1:30 pm Lunch, Exhibitor Expo & Door Prizes
1:30 pm - 3:00 pm  Afternoon Break-out Sessions
3:00 pm
Exhibitor Expo and Door Prizes
Morning Session

11:00 pm-12:30 pm (90 min.)
(View full Break-Session Descriptions)

Track 1: Open to All Attendees

  • Smart Spending & How to Stick With It!
  • Tax Time: Do you get what is yours?
  • Dealing with Debt: Survival Skills & Resources to keep you afloat!
  • Credit: Scores, Reports & Why It All Matters!
  • Education Empowers: Obtaining higher learning to attain higher earning
  • Debunking Benefit Myths: Get the facts on childcare, foodstamps, & utilities

Track 2: For Non-profit Direct Service Providers

  • Introduction to the Financial Education Toolkit: Talking with Clients about Financial Education

Preference for Morning Session (11:00 pm-12:30pm):

Your first choice may be at capacity please select a second choice for Morning Session.
12:30 pm - 1:30 pm Lunch, Exhibitor Expo & Door Prizes
Afternoon Session

1:30 pm-3:00 pm (90 min.)
(View full Break-Session Descriptions)

Track 1: Open to All Attendees

  • Smart Spending & How to Stick With It!
  • Tax Time: Do you get what is yours?
  • Dealing with Debt: Survival Skills & Resources to keep you afloat!
  • Credit: Scores, Reports & Why It All Matters!
  • Education Empowers Your Children: Access to Higher Education! (90 min.)
  • Debunking Benefit Myths: Get the facts on childcare, foodstamps, & utilities

Track 2: For Non-profit Direct Service Providers

  • Introduction to the Financial Education Toolkit: Talking with Clients about Financial Education

Preference for Afternoon Session (1:30 pm - 3:00 pm)

Your first choice may be at capacity please select a second choice for Afternoon Session.
 
Optional

Answering these optional questions will help the Money Conference Team to successfully:

  • best addressing financial topics that are related to your needs.
  • gaining a better understanding of what you anticipate learning at this conference.
  • providing you with practical action items for a successful financial future!
Are you a State Employee? Are you an educator?
What is your Gender? What is your race/ethnicity?
What is your age? Highest level of education?
What is your current marital status?
What is your approximate household income?
Which is your current employment status?
How did you hear about this conference? Email Person Web page  Brochure Your HR dept
A Community-based organization, Other
Share Your Success: Would you be interested in sharing with the Money Conference Team any financial goals that you've reached in the last few years or since attending your last Money Conference?
My greatest financial need is to:
Have you lost your job in the last 6 months?
Are you having trouble meeting monthly expenses? (January 2010 - Present)
In the coming year, I would like to learn more about:
Have you requested a free credit report in the last 12 months?
Have you tapped into your savings or retirement account in the past few months to make ends meet?
Given the current economic climate, will you start paying down your debt faster?
Given the current economic climate, will you increase the amount of money you set aside in your savings account?
Are you worried about funding your child's college education?
Do you feel that K-12 students should be taught financial education in the classroom?
Does your family have a written emergency preparedness plan in place?
When gasoline prices soar, how do you cut back? Please check all that apply:
Studies show that happiness is related to good money control. Which financial habits do you practice to control your money? Check all that apply.
If you will be receiving a tax refund, will you:
What is your most important savings goal for this year?
Do you make regular deposits to an emergency fund to build up enough money to cover 3–6 months' living expenses?
Do you "pay yourself first" by saving regularly every month?
Do you have a savings account?
Do you feel overwhelmed at the thought of organizing your financial records and emergency instructions?
Do you have emergency instructions, such as emergency contacts, letters of instruction, and other vital information (about parents or children) in place in the case of a major emergency?
Has your identity ever been stolen?
What type of home mortgage do you have?
The Money Conference survey is based on Wi$eUp, a financial education program developed by Texas AgriLife Extension Service (formerly called Texas Cooperative Extension) of The Texas A&M University System under a contract from the U.S. Department of Labor Women's Bureau.