UAK Diversifed's Seminars - promoting financial literacy

Free Live Seminars around Minnesota

We intend to have live seminars regularly. It is our mission to promote financial literacy.


Upcoming Events

January 25th / February 15th

Topic: Will

10:00 am, Saturday

Refreshments Served.

Event Details

January 25th / February 15th

Topic: Will

Live seminar on estate planning essentials for business owners and high net worth individuals.


Please RSVP: 651-757-5534 or 763-355-2337


Or at  https://uakdiversified.com/appointment 


The University Club of Saint Paul

@ Library (2nd floor) 420 Summit Ave, St Paul, MN 55102

10:00 am, Saturday

Refreshments Served.

2/12/2020

Winona Live Seminar

1:00 pm, Wednesday

Garage Co-Work Space

Event Details

2/12/2020

Winona Live Seminar

The description is: We will discuss the importance of thoughtful estate planning preparation for business owners and high net worth families.  We will discuss various factors and tools to be considered.  Furthermore, we will discuss the importance of deliberate long term communication between the generations so that wealth can transfer with dignity and new opportunities.   


Garage Co-Work Space  

https://www.thegaragecowork.com/ 

123 Lafayette St, Winona, MN 55987 

1:00 pm, Wednesday

Garage Co-Work Space

March 21th / April 18th

Topic: Trust

10:00 am, Saturday

Refreshments Served.

Event Details

March 21th / April 18th

Topic: Trust

Live seminar on estate planning essentials for business owners and high net worth individuals.


Please RSVP: 651-757-5534 or 763-355-2337


Or at  https://uakdiversified.com/appointment

 

The University Club of Saint Paul 

@ Library (2nd floor) 420 Summit Ave, St Paul, MN 551

10:00 am, Saturday

Refreshments Served.

3/27/2020

Topic: Trust

9:30 am, Friday

Fairview Community Center

Event Details

3/27/2020

Topic: Trust

Live seminar on estate planning essentials for business owners and high net worth individuals. 


Fairview Community Center 

1910 County B Rd W, Roseville, MN 55113 

9:30 am, Friday

Fairview Community Center

If you are unable to attend the live seminars, please feel free to reach out to us to schedule a private appointment so that we can review your financial goals and plans.   

Past Events

January 17th

Estate Planning for Business Owners

9:30 am, Friday

Fairview Community Center

Event Details

January 17th

Estate Planning for Business Owners

Live seminar on estate planning essentials for business owners and high net worth individuals. 


Fairview Community Center 

1910 County B Rd W, Roseville, MN 55113 

9:30 am, Friday

Fairview Community Center

11/28/2019

Non financial wealth management

7:30 am

Event Details

11/28/2019

Non financial wealth management

Only  1 in 7 once sprawling family business survive the 3rd generation. The  majority of family wealth is destroyed not due to investment  performance, but due to family discord and poor individual decisions.  Come and join us at the live event.  


https://www.1millioncups.com/winona/presentations/uak-diversified-wealth-management-actuaries-28943 


123 Lafayette St

Winona, MN 55987

Wednesday, November 13 2019 at  7:30 AM Central Time (US & Canada) at The Garage Cowork Space

7:30 am

Nov 9th, 2018

MCFAM - Minnesota Center for Financial and Actuarial Mathematics Seminar Series

5:30pm - 6:30pm

University of Minnesota School of Mathematics, Vincent Hall 16 (Open to Public)

Event Details

Nov 9th, 2018

MCFAM - Minnesota Center for Financial and Actuarial Mathematics Seminar Series

Macroeconomic Analysis and Insight - Steepness of the Yield Curve As of September 2018,  Ujae  Kang will present on the Federal Reserve over the years and its influence on the yield curve.  Then, he will cover what to expect from the Federal Reserve in the coming years.

5:30pm - 6:30pm

University of Minnesota School of Mathematics, Vincent Hall 16 (Open to Public)

Nov 28th, 2018

Evolution of the Federal Reserve

10:00am - 11:00am

Palisade Asset Management headquarter (Invitation Only)

Event Details

Nov 28th, 2018

Evolution of the Federal Reserve

A presentation focusing on the Federal Reserve and the US business cycle. Inflation pressure level to expect within the next 1~2 year horizon.  

10:00am - 11:00am

Palisade Asset Management headquarter (Invitation Only)

Nov 29th, 2018

Yield Curve and General Inflation Trend

1:00pm - 1:45pm

Optum Eden Prairie Headquarter (Invitation Only)

Event Details

Nov 29th, 2018

Yield Curve and General Inflation Trend

A presentation scheduled for Optum's  Town-hall Meeting for Health Care Economics Team and Actuarial  Team, Eden Prairie, MN on Nov 29th. 

1:00pm - 1:45pm

Optum Eden Prairie Headquarter (Invitation Only)