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2009 Seminars

Conflicts, Addictions & Planning for the Future

December 10, 2009
St Pete Beach, FL
8:30 a.m. – 4:15 p.m. Local Time
Tuition: $375

SEMINAR OVERVIEW

Through this seminar you will discuss the different issues that may result in money conflicts, examine how to deal with members who are involved in an addiction situation, and identify retirement planning alternatives.

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

TOPICS & OBJECTIVES

Money Conflicts

Examine how family issues can be the cause of money conflicts
Learn to identify and assist your members to work through money conflicts
Discuss the challenges involved with separation, divorce, and blended families
Explore the money conflicts associated with members who are self-employed
Understand the money challenges for members who rely on tips, commissions, or seasonal employment as their main source of income

Dealing with Members Who Have Addictions

Explore the financial consequences of addictions
Identify the signs of various addictions
Examine the implications of working with members who have an addiction
Help your members achieve financial stability when spouses have an addiction

Retirement Planning

Identify current myths regarding retirement planning
Examine retirement planning alternatives including 401(k), 403(b), IRA, SEP, and SIMPLE IRA plans

For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email training@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

Affiliation with CUNA/League is required for attendance.

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^*

Hotel Reservation Deadline: November 16, 2009

* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your hotel reservations early! Room reservations and fees are the responsibility of the registrant.

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.

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.

100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.

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