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Financial Planning Day

Learn, Connect &

October 2024 • The Weidner

The UW-Green Bay Personal Financial Planning Program and Charles Schwab Center for Financial Wellness introduce Financial Planning Day. This day-long event provides company representatives and financial planning students with a structured opportunity to get to know each other and mutually advance their aspirational career objectives. Networking between firms, students and educators advances the financial planning profession.

Demand from Firms for this event was significant, with committed sponsor dollars and trending strong from students. To help guarantee multiple, meaningful, and measurable scheduled interviews, we decided to postpone the inaugural event to fall October 2024.  We thank you for your support and we look forward to seeing you then. Join us on April 15 for a candid conversation about financial literacy with renowned personal finance expert and Operation HOPE CEO John Hope Bryant. Please contact Dr. Preston Cherry at for comments or questions. 


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October 2024
1-8 p.m.


The Weidner
UW-Green Bay


No cost for students, thanks to event sponsors

Session Schedule

1 p.m.


Mix and mingle with heavy lunch snacks and refreshments.

1:15 p.m.

Welcome & Announcements

Learn the latest news about the UW-Green Bay Personal Financial Planning Program and Center for Financial Wellness.

1:30 p.m.

To be Announced 

2 p.m.

Alumni Panel

The UW-Green Bay Personal Financial Planning (PFP) program welcomes back thriving alumni who successfully entered the financial planning profession in Northeast Wisconsin and will share their journey insights.

2:20 p.m.

Networking Break

2:30 p.m.

Panel: Financial Advice Firms

The UW-Green Bay PFPA welcomes financial advice firms making significant impact on members of the Northeast Wisconsin community as they share insights to finding career success.

2:50 p.m.

Networking Break

3 - 6 p.m.

Round Robin Interviews

Firms and students connect to bridge the next-gen talent gap and help each other thrive. Paid internship and entry career opportunities are discussed in impactful 10-minute round-robin interviews.

6 - 6:45 p.m.

Networking Dinner

Enjoy dinner at the Weidner with financial planning students and faculty. This is an additional opportunity for professional and social networking from interviews and sessions.


We're welcoming students from nearby colleges and universities as well as financial planning firms who seek to connect with new talent for paid internships and entry-level career opportunities.   

Registration Deadlines

  • Friday, March 8: Priority deadline for matching you with interviewers.
  • Monday, April 1: Final deadline to register for event

University Attendees

Financial planning students from UW-Green Bay and area universities are encouraged to attend. Registration is free for all students and their faculty and staff mentors.

Student Registration

Advisor Registration


Financial planning firms registration fee is a tax-deductible sponsorship for this event. Choose from Lead Sponsor ($3,000) or Support Sponsor ($1,500).

Firms Registration

Have Questions?

If you have questions about this event or Personal Financial Planning at UW-Green Bay, just contact Preston D. Cherry, Ph.D., CFP®.

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