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Investor Education, Economics and Insurance

July 11-15, 2011

Adobe PDF Document 2011 Early Registration Form (PDF: 35KB/ 1 page)

Saving and investing are cornerstones of every wealth-building strategy. Insurance provides a safety net.

During this week you explore saving and investing as means to financial security and a wealth-building strategy. You learn why it is important for you and your students to get started early along with investor protection. Several participative activities and “games” make for a lively learning environment. You also find out how to start a credit union in your school. In addition, there are sessions on all major forms of insurance. A tour of Milwaukee's financial district provides an operational look at financial institutions in action.

Academic director
Dr. Mark Schug, University of Wisconsin-Milwaukee

The major requirement for graduate credit will be: to complete a stock analyst report.

You learn from this program how to teach about:

Savings—obstacles, strategies, long-term benefits

  • The economic way of thinking—why don’t people save more?
  • The basics of budgeting—pay yourself first
  • Financial fitness for life

Basics of investing—using time to build wealth

  • The NAIC approach to investing
  • Personal investing—balancing risk and reward
  • Managing risk and reward

Insurance choices—the Big Risk Game

  • Life and disability
  • Homeowners, renters, auto
  • Health—why are costs rising so rapidly, especially in the Midwest?

Schedule (tentative)

Monday 8:00 a.m.-7:00 p.m.
Tuesday 8:00 a.m.-5:15 p.m.
Wednesday 7:00 a.m.-5:00 p.m.
Thursday 8:00 a.m.-5:15 p.m.
Friday 8:00 a.m.-1:30 p.m.

Teacher evaluations from previous Institutes are used every year as the primary tool to fine-tune the Institutes’ syllabus. Newly discovered programs and research also are factors. Changes are expected to the 2010 agendas for 2011 and will be posted in the future.

Adobe PDF Document Class Agenda from 2010 Saving, Investing & Insurance (PDF: 34 KB/ 8 pages)

Cancellation Policy

By June 27, 2011 Full Refund
After June 27, 2011 No Refund
No Show No Refund