We're here to provide you with a trusted space to help you achieve higher levels of financial wellness. Get personal financial guidance and education that you can enact and sustain to accomplish your life goals.
PFPA welcomes all students with an interest in personal financial planning. Make friends while you build your résumé.
VITA offers free tax filing assistance to households that are unable to attain professional tax services.
The NEW Money Podcast aims to increase the financial well-being of the local community and students through candid and entertaining conversations about life-money matters.
Our mission? To increase awareness of personal finance through engagement within UW-Green Bay and the local community. We also welcome creative and academic student collaborations and inspire community service and philanthropy.
Personal Financial Planning students offer financial coaching to their peers at UW-Green Bay. You can receive fundamental guidance about spending plans, positive saving practices, financial aid and credit.
Personal Financial Planning students present the fundamentals of personal finance to student organizations, local community groups and high schools. They talk about cash, credit, coverage, college and careers.
Our program is built in connection with regional Registered Financial Planners, tailoring your education to the skills employers want.
To achieve our goals, the CPFP focuses on three areas of impact
70% of students are stressed about their finances, but the numbers are even worse in Wisconsin. The average amount of debt load across the nation is $29,719, and Wisconsin debt load is $31,705.
Just 18% of Americans say they could live off their savings for at least six months, and 21% of Americans have nothing at all saved for the future.
With the aging population and the sizeable millennial generation demanding financial advice services, young professionals like you are likely to grow in demand in the next ten years.
Preston D. Cherry, Ph.D., CFP® is passionate about spreading financial education and promoting financial wellness. If you have questions about the Charles Schwab Foundation Center for Personal Financial Planning, just contact us.