SEMINAR OVERVIEW

Understand your finances. Through this seminar you will explore money related issues and examine the importance of planning and saving for your future.

This seminar is part of the CUNA Certified Financial Counselor School: Part II.

LOCATION
TRADEWINDS ISLAND GRAND RESORT
5500 Gulf Blvd
St Pete Beach, FL 33706-2323
Phone: (727) 367-6461
Reservations: (800) 808-9833
Fax: (727) 363-2275
Room rate: $170 per night for single/double occupancy plus $15 daily resort fee^*

INSTRUCTORS
Connie Kilmark
Connie has developed an original approach to personal money management and has been dubbed the "Dr. Ruth of money" because of her appealing personal style and background in counseling and finance. She balances the emotional and psychological aspects of money with the financial facts and has helped thousands of clients achieve financial health. Connie is frequently interviewed by the local and national media concerning personal finance, psychologically sensitive money management and investment strategies, and the connection between money and emotions for individuals and couples.

Jim Rechel
Jim is president of The Rechel Group, Inc., a risk-consulting firm. Over the last 15 years, he has conducted seminars for more than 1,000 professional organizations. He is a Certified Financial Security Officer and on the board of The Institute for Criminal Justice Education. Previously, Jim was vice president for a financial institution in Cincinnati, where he held positions in retail, lending, and as security director. He was a special agent with the FBI for three years.

WHO SHOULD ATTEND
This seminar is beneficial for credit union staff who work in financial counseling, collections, or lending, as well as other staff who are committed to helping members gain control of their financial future.

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on November 29, 2009 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after November 29, 2009. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

AIRLINE INFORMATION
United Airlines is the "Official Airline" for the programs. To make reservations, visit www.united.com or call United's Specialized Meetings Reservation Center at (800) 521-4041. Please reference ID# 553SF.