Utah Tech University’s College of Business is hosting its 8th Annual Personal Finance Day with the goal of helping community members meet their financial goals and develop financial literacy skills. The need for such a conference is even greater in a time of economic uncertainty.
Featuring three speakers, Personal Finance Day is set to take place from 2:30 to 5:30 p.m. on Feb. 8 in Utah Tech’s Statera Financial Education Center, located in room 121 of the Udvar-Hazy Building. The event is free and open to the public with no registration necessary.
Jeff Monson, CFP®, will provide a “Market & Economic Update” at 4:30 p.m. Monson was recently recognized as a 2022 Forbes Top Financial Advisor in Utah and is a Certified Financial Planner professional, the senior vice president of investments at Wells Fargo Advisors and serves on the Utah Tech University College of Business Advisory Board.
Zac Huish, M.S., CFP®, MPAS®, APMA®, CRPS®, will speak at 3:30 p.m. on “The Economic Rebalance.” This presentation will review the most recent pandemic and its economic reverberations, focus on finding a new normal in capital markets and discuss what longer-term impacts the economy might face in 2023 and beyond. Huish is the vice president of wealth management for HUB International Limited.
Barry Minkow will speak at 2:30 p.m. on how a “Three-time convicted fraudster uses skills for good rather than evil.” Minkow has spent more than 12 years in prison on three separate fraud convictions. After his release from his first stint in prison, Minkow started The Fraud Discovery Institute, an investigative firm that assisted in uncovering hundreds of millions of dollars worth of frauds. After his release from prison in 2019, he continues to assist legal authorities in investigating and uncovering fraud schemes. Identity theft and financial fraud are highly prevalent in today’s economy, and fraud prevention is a key element in developing a sound financial plan.
Before this event, from noon to 2:30 p.m., Utah Tech University Accounting and Finance students and faculty will provide workshops and competition opportunities for students of Dixie High School who are enrolled in personal finance classes. These workshops will focus on building financial literacy in such areas as budgeting, paying for college, investing and fraud prevention.
In addition to offering community programming like Personal Finance Day, Utah Tech University offers a bachelor’s degree in finance. The application-based degree prepares students to pursue a career in corporate finance, personal financial planning, banking or research. The program integrates theory with the critical thinking and technical skills employers seek. In addition to learning how to conduct and present analysis of corporate projects and financial securities, students manage an investment portfolio in an active learning setting. Learn more at finance.utahtech.edu.