Paychecks, Financial Contacts & Entrepreneurship Week June 20 24, 2005

Transcription

1 Monday, June 20, 2005 Welcome and Important Financial Transactions 8:00 a.m. Registration & Continental Breakfast 8:30 a.m. Welcome & Overview of the Course David D. Mancl Chair WI Jump$tart Coalition for Personal Financial Literacy (, Office of Financial Literacy, WI Dept. of Financial Literacy) Bill E. Wilcox, MCE Treasurer WI Jump$tart Coalition for Personal Financial Literacy (, CBM Credit Education Foundation, Inc.) Professor-In-Charge Edgewood Center for Economic Education 8:30 a.m. - Pre-test Attitude Survey 8:30 a.m. - Group Photo Courtesy of Wisconsin Bankers Association 9:15 a.m. - Car Purchasing Leasing v. Financing (Curriculum on web) William Bill Cheeks ABBA Associates Inc. 10:00 a.m. - Break 10:15 a.m. - Car Purchasing Leasing v. Financing (continued) Bill Cheeks 11:00 a.m. - Home Buying Process (affordability) Prof. John Merrill Professor Emeritus University of Wisconsin - Madison 12:15 p.m. - Lunch Franchising: The Answers Regina Hall, Washburn Heritage Room Marc Cayle, CFE FranChoice 1:30 p.m. - Leveraging the Home Buying Process (Mortgages) Don Bertucci Senior Vice Residential Lending Anchor Bank 2:45 p.m. - Break 3:00 p.m. - RentSmart Prof. John Merrill 4:15 p.m. - 5:15 p.m. Bring It Back to the Classroom (Groups of 6 or 7) 5:30 p.m. - Dinner/Network (course requirement) Regina Hall Cafeteria 1

2 Tuesday, June 21, 2005 Taxes & Employee Benefits 8:30 a.m. Money$mart & Taking Control of Your Finances: A Special Guide for Young Adults Martha Purnell Federal Deposit Insurance Corp (FDIC) 9:30 a.m. Understanding Taxes An interactive tax education program for high school and community college classrooms Internal Revenue Service Milwaukee WI 10:00 a.m. - Break 10:15 a.m. - Teaching Income Taxes Through Mathematics Bill Martinson Mathematics (Algebra II, Taxes & Investments) Tomah High School Tomah WI 11:00 a.m. - Look Before You Leap - Marriage and Estate Tax Issues: Property and Titles Prof. Karen Goebel University of Wisconsin - Madison 12:15 p.m. Lunch 1:00 p.m. - Social Security, Employee Benefits, and Retirement Prof. Karen C. Holden 2:30 p.m. - Financial Literacy Movement David Mancl Chair, WI Jump$tart Coaltion, Office of Financial Literacy WI Dept. of Financial Institutions 3:30 p.m. - Break 3:45 p.m. National Jump$tart Survey 4:45 p.m. - 5:45 p.m. Bring It Back to the Classroom 5:45 p.m. - 6:30 p.m. - Dinner 2

3 Wednesday, June 22, 2005 Employee Benefits II, Life & Michael Gutter 8:30 a.m. - Financial Planning for the Career Cycle 9:30 a.m. - Life After High School: College Planning Rich Janosik, Office of the State Treasurer(EdVest), 10:15 a.m. - Break 10:30 a.m. - Bringing It Back to the Classroom: College Planning & Retirement 11:15 a.m. - Family Financial Management Toolbox Brenda Janke University of Wisconsin Extension 12:15 p.m. - Lunch 1:00 p.m. - Reality Check - Budgeting and a Dose of Reality Gail Eiserman Monroe High School teacher 3:30 p.m. - Break 3:45 p.m. - Role of Throughout History Prof. Larry Cox University of Wisconsin Weinert Center for 4:00 p.m. - 5:00 p.m. What Does It Take To Be an Entrepreneur? Prof. Larry Cox University of Wisconsin Weinert Center for 5:30 p.m. - 6:30 p.m. Dinner 7:00 p.m. -moneyskill (optional) Ken Savaglia History & Consumer Economics Burlington WI 3

4 Thursday, June 23, :30 a.m. - Panel of Presenters: True Stories (Entrepreneurs/Media) Joseph Saari Precision Information Systems Tom Still Wisconsin Tech Council Phil Keiser & Chief Operating Officer Culvers Restaurants Pam Christianson, Moderator WI Dept. of Commerce 9:30 a.m. - Break 9:45 a.m. - Panel of Presenters (continued) 10:50 a.m. - Departure to Bette Lou Cruises' Dock 11:15 a.m. - Lunch, Tour, Small Business/Family Bette Lou Cruises Jack VonRutenberg 1:45 p.m. - Departure for Gentel Bio Surfaces 2:00 p.m. - Gentel Bio Surfaces Tour (Bio-tech company tour) MG&E Innovation Center Alex D. Vodenlich Frank J. Lenoch Marketing Manager 3:30 p.m. - Departure for Edgewood College 4:00 p.m. - Making the Connection for Your Students ReDonna Rodgers Center for Teaching 5:00 p.m. - Group Work Time on : Module Outline Heidi Blankenship Business Assistance Coordinator Wisconsin Women s Business Initiative Corp. 6:00 p.m. - 6:30 p.m. Dinner 4

5 Friday, June 24, 2005 Closing Day 9:30 a.m. - Break 10:45 a.m. - A Talk with Your s - A Wrap Up 11:30 a.m. - Luncheon & Closing Ceremonies 9:45 a.m. - Post-Institute Survey 10:00 a.m. - Sometimes a Little Competition Can be a Good Thing LifeSmarts & Finance & Investment Challenge Bowl (teacher participating demonstration) David Mancl Chair WI Jump$tart Coalition Joe Saari Precision Information, LLC Richard Entenmann Asset Builders of America, Inc. Joan Kinney Internship Coordinator Consumer Science Dept 5