Financial Independence Seminar 2012
Financial Independence gives you the tools needed to ride out today’s economic roller coaster. Whether you’re a first-year student or a recent grad, this seminar is for you. It strives to bring unbiased financial advice to students who may not get this knowledge anywhere else. Plus, you can pick and choose the sessions you want to attend — stay for half the seminar or the whole thing.
Pay $5 at registration, get $6 at the seminar. How's that for your first investment?
Seminar Agenda
The main lecture kicks off the seminar, providing essential information for financial novices and those wanting a refresher on the basics. The lecture will feature financial experts Ron Smith and Amy Crowe. Then participants will break out into small-group sessions for a more in-depth look at specific topics surrounding today’s economic climate.
Breakout Session Topics Include:
- Student Loans: Your Path Moving Forward
- Budgeting: Where Are You Now?
- Investing and Employee Benefits: Making Money Out of Money
- Credit: You and Your Future
One on One Consultations In the week after the Financial Independence seminar, students may elect to have their personal questions answered by our unbiased financial experts. Bring your financial questions, including budgeting, credit and investing to a 30-minute one on one consultation. Or, bring a question about something covered in the main lecture or break-outs.
Top 10 Questions from Past One on One Consultations
The main lecture kicks off the seminar, providing essential information for financial novices and those wanting a refresher on the basics. The lecture will feature financial experts Ron Smith and Amy Crowe. Then participants will break out into small-group sessions for a more in-depth look at specific topics surrounding today’s economic climate.
Breakout Session Topics Include:
- Student Loans: Your Path Moving Forward
- Budgeting: Where Are You Now?
- Investing and Employee Benefits: Making Money Out of Money
- Credit: You and Your Future
One on One Consultations In the week after the Financial Independence seminar, students may elect to have their personal questions answered by our unbiased financial experts. Bring your financial questions, including budgeting, credit and investing to a 30-minute one on one consultation. Or, bring a question about something covered in the main lecture or break-outs.
Top 10 Questions from Past One on One Consultations
- "How do I get started with a ROTH IRA?"
- "What is the best way to budget my money right now?"
- "Should I try to pay off my student loans early?"
- "Can you help me with my employee benefits at my new job?"
- "Can you help me understand my current investments?"
- "I have a lot of debt…Is there a way out?"
- "How can I organize my finances"
- "Who should I deal with for banking and investing?"
- "What should I invest in first?"
- "What if I need health insurance now?"
Sign up for a one on one consultation today. If you can't make one of the times…that's OK! For Investing and employee benefit questions email Ron Smith (wronaldsmith@gmail.com) or for budgeting and credit questions Amy Crowe (Amy.Crowe@summitcreditunion.com) to connect on a time.
• Chartered Property and Casualty Underwriter (CPCU)
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
• Associate in Risk Management (ARM)
Ron has directed and shared his valuable expertise at the Financial Independence program at UW-Madison for ten years.
For the past three years, she has co-produced Summit Credit Union's Project Money, a reality-based financial challenge between four families who reduce their debt, increase their savings, and show the community how to achieve financial success in any economic condition.
Amy graduated from the University of Wisconsin Stevens Point and lives in the Madison area with her husband and daughter.
Events
- Big Ten Networking in Madison - May 24
