Financial Planning Day
Learn, Connect &
Thrive
October 15, 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.
When
October 15, 2024
10:30am-4:30p.m.
Where
The Weidner
UW-Green Bay
Cost
No cost for students, thanks to event sponsors
Event Agenda
The Financial Planning Day will include a Keynote address by a nationally recognized speaker, an Alumni panel, a Company Panel, networking breaks, lunch, and round-robin interviews between students and firms.
Registration
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
- Tuesday, September 3: Employer deadline to register for event and interviews
- Tuesday, September 24: Student Priority deadline for matching you with interviewers.
- Tuesday, October 8: Student 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.
Firms
Financial planning firms registration fee is a tax-deductible sponsorship for this event. Choose from Lead Sponsor ($3,000), Support Sponsor ($1,500), or Attendee ($500).
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®.