Investor Education, Economic Basics and Insurance July 9 13, 2007

Transcription

1 Monday, July 9, 2007 Welcome and Investing 8:00 a.m. Registration & Continental Breakfast 8:30 a.m. Welcome & Overview of the Course David Mancl Chair, WI Jump$tart Coalition Office of Financial Literacy p WI Department of Financial Institutions William Wilcox Treasurer, WI Jump$tart Coalition CBM Credit Education Foundation Inc University of Wisconsin Milwaukee Pre-Test Prof. Sharon Osterloh Edgewood College Group Photo Courtesy of Wisconsin Bankers Assn. Megan Sacia 9:15 a.m. Status of Economic and Financial Education in Wisconsin and the Nation 9:45 a.m. How to Really Be a Millionaire 10:15 a.m. Break 10:30 a.m. Stock Analyst Reports 11:15 a.m. NAIC Approach to Investing 12:15 p.m. Lunch Nona McGreal Room 3 rd Floor Predolin Hall 1:15 p.m. Connecting to Financial Institutions: The Unbanked and Financial Services Chris Olson WI Credit Union League The Filene Institute 2:00 p.m. Economic Way of Thinking: Why Don't People Save Enough? 3:00 p.m. Break 3:15 p.m. Mystery Nations: The Basics of a Market Economy 4:00 p.m. Overview of Virtual Economics; NCEE Resources for Teaching Economics and Personal Finance 1

2 Monday, July 9, 2007 continued 5:00 p.m. Wrap Up 5:30 p.m. - Networking Picnic (Mandatory) 6:00 p.m. 8:00 pm. Library open 6:00 p.m. 9:00 p.m. Computer Lab open Library, Presentation and Production Room 2

3 Tuesday, July 10, 2007 Investing Sonderegger Hall Room 108 7:00 a.m. Continental Breakfast for Residents Predolin Hall, Rm 116 8:00 a.m. Aha Session 8:30 a.m. Income & Choices: The Basics of Budgeting-Pay Yourself First 9:15 a.m. The Basics of Saving and Investing 10:00 a.m. Break 10:15 a.m. Developing a Financial Plan & Long Term Goals Meridee Maynard Northwestern Mutual Financial Network 11:15 a.m. Developing a Financial Plan & Long Term Goals Meridee Maynard Northwestern Mutual Financial Network 12:00 p.m. Lunch Nona McGreal Room 3 rd Floor Predolin Hall 1:00 p.m. Rating Risk and Reward: Savings Game 2:00 p.m. How Are Stock Prices Determined? Supply & Demand 2:30 p.m. Break 2:45 p.m. Market Game 3:15 p.m. Why are Market Prices Important? 3:45 p.m. Financial Tips for Beginning Teachers 4:15 p.m. Programs for Youth on Savings and Investing and Department of Public Instruction Standards 5:00 p.m. Wrap Up 5:15 p.m. Dinner 3

4 Tuesday, July 10, 2007 continued 7:00 p.m. 8:00 p.m. From Here to Retirement (optional) Boyd Bender Field Services Assistant Manager WEA Trust Member Benefits Learn about your own benefits 6:00 p.m. 8:00 pm. Library open 6:00 p.m. 9:00 p.m. Computer Lab open Library, Presentation and Production Room 4

5 Wednesday, July 11, 2007 Milwaukee s Financial District 7:30 a.m. Departure for Milwaukee's Financial District 7:30 a.m. Aha Session Edgewood College 8:00 a.m. Economics of Stock Market Crashes/Learning, Earning & Investing 9:30 a.m. Baird University Robert W. Baird Presentation & Tour 12:00 p.m. Lunch Courtesy of Northwestern Mutual Financial Network 3:00 p.m. Depart Milwaukee Financial District & Wrap Up 4:30 p.m. 5:00 p.m Return to Edgewood College 5:00 p.m. Dinner 7:00 p.m. Concert on the Square (optional fun) State Capitol grounds 6:00 p.m. 8:00 pm. Library open 6:00 p.m. 9:00 p.m. Computer Lab open Library, Presentation and Production Room 1:00 p.m. Northwestern Mutual Financial Network Tour 2:00 p.m. Disability and Long-term Care Meridee Maynard Northwestern Mutual Financial Network 5

6 Thursday, July 12, 2007 Insurance 7:00 a.m. Continental Breakfast for Residents Predolin Hall, Rm 116 8:00 a.m. Aha Session 8:15 a.m. Personal Risk Management Overview Insurance Education Foundation Darrel Snyder American Family Insurance 9:30 a.m. Personal Insurance Overview and in Practice Darrel Snyder American Family Insurance 10:15 a.m. Break 10:30 a.m. Consumer Tips on Buying Insurance Eileen Mallow State of Wisconsin Office of the Commissioner of Insurance State Regulation & Investment Fraud David Cohen State of Wisconsin Department of Financial Institutions 12:15 p.m. Lunch Nona McGreal Room 3 rd Floor Predolin Hall 1:00 p.m. Wisconsin Education Association Trust and National Programs Al Jacobs WEA Trust 2:00 p.m. Economics of Healthcare 2:45 p..m. Break 6

7 Thursday, July 12, 2007 continued 3:00 p.m. Panel Discussion on Health Care Insurance Moderator: Paul Gores, Business Reporter/Columnist Milwaukee Journal Sentinel Clarence Chou, MD, President WI Medical Society R.J. Pirlot, Director of Legislative Relations WI Manufacturers & Commerce Assn. Joe Kachelski, Vice President WHA Information Center, LLC Bill Enright Snyder Insurance Agency Board Member WI Assn of Health Underwriters Phil Dougherty Senior Executive Officer Media Relations/Public Relations WI Assn of Health Plans 5:00 p.m. Wrap Up 5:30 p.m. 6:30 p.m. Dinner 6:30 p.m. 7:30 p.m. MoneySKILL (optional) Computer Lab Linda Thompson Business Education Indian Trail Academy Kenosha WI 6:00 p.m. 8:00 pm. Library open 7:30 p.m. 9:00 p.m. Computer Lab open Library, Presentation and Production Room 7

8 Friday, July 13, 2007 Mutual Funds, Investment Fraud & Closing Ceremonies 7:00 a.m. Continental Breakfast for Residents Predolin Hall, Rm 116 7:30 a.m. 8:00 a.m. Check out All keys and card swipes are to be turned in unless prior arrangements have been made with Edgewood College. A secure room will be provided for luggage storage. 8:00 a.m. Announcements 8:15 a.m. National Regulation & Investment Fraud Peter Chandler National Association of Securities Dealers 9:45 a.m. Break 10:00 a.m. Presentation of Stock Analyst Reports 11:30 a.m. Post-Test & Course Evaluation Prof. Sharon Osterloh 12:00 a.m. It's Our Job... Closing Ceremony & Lunch Nona McGreal Room 3 rd Floor Predolin Hall 9:00 a.m. Presentation of Stock Analyst Reports 8