Program
ScheduleProgram
Schedule
9:45 - 10:45 p.m. 11:00 - 12:00 p.m. 2:00 - 3:00 p.m. 3:15 - 4:15 p.m. Session 1 Session 2 Session 3 Session 4 1A - Emerald I 2A - Emerald Bay I 3A - Emerald Bay - 1 4A -Emerald Bay 1 A Beginners Walk Down Wall Street - Marji Adams, MBA Director of BetterInvesting, OC Chapter Track: Beginning 9-Biggest Mistakes Women Make When Saving for Retirement Pamela Adams, MBA A.G. Edwards & Sons Track: Beginning You’ve Made it This Far , What's Next? Tana Sherwood, Crystal Cove Coaching Track: Wealth Track Financial Makeover Success Stories - Linda Barlow, CFP President, Wealth Management Track: All Levels 1B - Emerald Bay II 2B - Emerald Bay II 3B - Emerald Bay II 4B - Pacific Ballroom 1 The Slow Death of Mutual Funds and the Rise of Exchange Traded Funds (ETFs) Tom Lydon, Global Trends Investments Track: Advanced How Socially Responsible Investing Can Empower Women Jeanine Perkins, Regional VP, Calvert Group Track:Intermediate Passive Indexing vs Active Management. Charles Schwab Speaker TBD. Track: Advanced
Charles SchwabHow to Choose a Financial Planner, Angela Grillo, CFP, Compak Asset Management Track: All Levels 1C - Emerald Bay III 2C- Emerald Bay III 3C - Emerald Bay III 4C-Emerald Bay IV Looking at Popular Diets - Which One is Right for You? Suzanne Tang, ND, Lac, Susan Samueli Center Integrative Medicine Clinic, UCI Track: Healthy Track Successful Strategies for a Secure Retirement David C. Wright Sierra Investment Management - Track: Advanced A Family Caregiver's Balancing Act Claudia Ellano,LCSW, Orange Caregiver Resource Center, ST. Jude Brain Injury Network Track: Healthy Track Can the Goldilocks Economy Last? Radha Bhattacharya, PhD Track: All Levels
Professor, College of Business
and Economics, CSU Fullerton1D - Balboa Bay I 2D - Balboa Bay I 3D - Balboa Bay I 4D - Balboa Bay 1 International Investing: Emerging Markets Vlad Milev, Financial Analyst, Mezler/ Payden Track: Intermediate
Financial Analyst, Mezler Payden
From Success to Signficance-Giving Back through Charitable Giving Nella Webster O'Grady, Senior VP, First American Trust - Track: Wealth The Truth about Anti-Aging Foods and Diets: The Scientific Evidence Mahtab Jafari, Ass't Professor, College of Health, UCI Track: Healthy Track Incorporating Charitable Giving into an Over-Booked Life
Kim Wright-Violich, President
Schwab Charitable Trust
Track: Wealth1E - Balboa Bay II 2E - Balboa Bay II 3E - Balboa Bay II More Power toYou-- Strategies for the Active Investor Toni Turner, President, TrendStar Group, Inc. Track: Wealth A Delicious SOYlution to Improve Your Health - Ari Babaknia, M.D., Dr. Soy Track: Healthy Track Asset Allocation Strategies for Retirement - Are Lifecycle Funds for You? ICMA-RC Speaker TBD Track: Intermediate