UAK Diversifed's Seminars - promoting financial literacy

Live Seminars

We intend to have live seminars regularly. It is our mission to promote financial literacy.  We believe it is an idea that all wealth management firms should pursue.  



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Upcoming Events

Nov 13, 2019

Non financial wealth management

7:30 am

Even is only about 50 minutes. Please don't be late.

Event Details

Nov 13, 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

Even is only about 50 minutes. Please don't be late.

Event Details

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

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)