Press Releases


For Immediate Release
April 13, 2009 Contact: Charles Evenson
608-266-2026

DFI Supports 10th Annual Milwaukee Money Conference

Student investor Richard K. Anderson, Jr. returns after 10 years

(Madison) DFI Secretary Lorrie Keating Heinemann today urged people in the Milwaukee area to attend the 10th Annual Milwaukee Money ConferenceTM. The Business and Economics Academy of Milwaukee (BEAM), 3814 W. North Ave. will host the event on Saturday, April 25 from 8:30 a.m. – 3:30 p.m. Registration and breakfast begin at 7:30 a.m.

“Financial literacy is an important part of our mission and DFI is happy to support the 10th anniversary edition of this event,” said Secretary Heinemann. “People need to learn about their money more than ever today. This is a great forum for bringing people together with financial experts to get unbiased information.”

One of the speakers at the first Milwaukee Money Conference was then whiz -kid investor Richard K. Anderson, Jr. who as an eight-year-old testified before the Congressional Ways and Means Committee on Social Security. Mr. Anderson, now 16, will return this year as the keynote speaker. He has appeared on the “Tonight Show” with Jay Leno, “BET Tonight” with Tavis Smiley, “Fox on Money,” CNBC, the “Oprah Winfrey Show” and Good Morning America” as well as on Japanese and Brazilian television. He is also the youngest person ever at the age of five to ring the opening bell of the New York Stock Exchange. Mr. Anderson got started in investing because his father punished him for bad behavior by making him watch CNBC rather than cartoons. The punishment became a teaching tool instead.

Among the adult conference breakout sessions are:

  • Credit Problems . . . How can you fix them?
  • Homeownership 101
  • Investing 101: Start the Climb
  • Schedule a one-on-one session with a credit expert to discuss your credit score and report
  • How to Keep Your Home (foreclosure options)

Youth sessions include:

  • Cashflow for Kids
  • College Readiness: How to get where you want to go
  • Junior Achievement dollars and sense

The conference offers childcare for children between the ages of two and six (advance reservations requested), a free breakfast and lunch, a free copy of each participant’s credit score and door prizes that will be distributed throughout the day.

Asset Builders of America, a nonprofit organization, produces the conference along with several sponsors and Milwaukee-area business. They include Northwestern Mutual Financial Network, U.S. Bank, M&I Bank, Wells Fargo, Educators Credit Union, WHEDA, American Family Insurance, AnchorBank and We Energies.

The registration fee is $5.00 for adults and $2.50 for youth (under age 18). The fee for registering on the day of the event is $7.50 for adults and $5.00 for youth.

To register:
Call: Richard Entenmann, Asset Builders – 866-304-6896
Call: ReDonna Rogers, Center for Teaching Entrepreneurship – 414-263-1833
Or visit the Asset Builders website at: www.assetbuilders.org.