Learn how to invest for a long and prosperous life in the 21st century. This investment session will focus on the financial planning process and the various products and associated risk and determining the best options for injured clients.

An introduction to Behavioral Ethics, this session will focus on the science of moral decision making. It will inform you regarding the major influences that lead good people to do bad things and how to guard against them so that you can be your best self.

Smart Thinking

This session will focus on developing better habits to maximize the quality of knowledge that can be brought to bear on difficult problems to promote smarter thinking across the organization.

Money and Happiness

Based on research from positive psychology, this session will focus on the determinants of happiness. Work in this area suggests that money can have a (small) influence on what makes people happy, but many ways of spending money have no significant impact on happiness.

Critical topics covered in this session will include the “message from markets”, how financial advisors use using fixed-income securities to forecast inflation, bond returns for TIPS securities, empirical regularities of global fixed-income markets, bond valuation, and forecasting future interest rates and how retail products compare to the various products in the structured settlement industry.

Description coming soon.

Who Do You Trust?

A presentation examining the historic, traditional and modern uses of trusts, with special emphasis on the special needs of the beneficiaries for whom they are created.  Tax and non-tax reasons for use of trusts will be explored and these classic investigative questions will be answered:

• Who – by whom and for whom trust planning is beneficial
• What – compare trusts to better known forms of ownership and management
• When – at what times might a trust be created
• Where – provisions of a trust may be found in different places
• Why – what are the reasons one would use a trust

Description coming soon

Description coming soon

With over 50,000 students, the University of Texas at Austin is currently the fifth largest university in the U.S. and the main component of the University of Texas system. Founded in 1883 as a small campus on 40 acres near the state capitol, it has come far from its beginning, when it had only one building, eight teachers, two departments and 221 students. UT is now a major research university with internationally known scholars and teachers in all academic disciplines. From teaching, to research, to public service, the University’s activities support its main purpose: to transform lives for the benefit of society through the core values of learning, discovery, freedom, leadership, individual opportunity, and responsibility.

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One of the largest and most distinguished business schools in the country, the McCombs School of Business is dedicated to educating the business leaders of tomorrow while creating knowledge for industry and society. It is one of the few schools in the country to receive top marks in nearly all business specialty areas ranked annually by U.S. News & World Report. McCombs educates more than 6,000 undergraduate, MBA, MPA and Ph.D. students each year, creating one of the largest cumulative impacts of any business school in the world. About 2,500 professionals also participate each year in custom programs designed for working executives and their firms.

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The University of Texas at Austin is an immense and beautiful world all its own. And with our dozens of museums, libraries, centers, institutes, and special venues spread across the campus and the city, each with its own unique exhibits and programming, you'll never be bored. Designed to enhance the experience of not just current students, faculty, and staff but also community members and visitors from around the world, our many campus destinations will educate, delight, and amaze.

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