SFPA meets every other Wednesday from 5:30 pm-6:30 pm in Campbell Hall Room 251. We have new guest speakers talking about various topics in financial planning at every meeting. There is no need to “apply” to the club, just attend any meetings that you can, and we would be happy to have you! Here is our schedule for the fall of 2022:
September 7: Introduction to the Financial Services Industry
Learn about careers, compensation, licenses & certifications, internships and more with our advisor, Kevin Clark, CFP.
September 21: Vanguard Internships and FADP
Hear from Daniel Suthers, the Financial Advisor Development Program (FADP) manager, about internship and career opportunities at Vanguard.
October 5: Estate Planning
Matt Gibson of Pappas Gibson LLC. will join us to discuss estate planning and asset allocation.
October 19: Retirement Planning & Software Demo (eMoney)
Summer Anderson, CFP will lead a demonstration of the financial planning software used by Summit Financial Strategies.
November 2: Resume Building Workshop
Network and meet with multiple companies and industry professionals who will review, critique, and help you improve your resume.
November 16: Financial Planning Case Study
We will walk through a comprehensive financial planning case using financial statements and planning software, and discuss how to deliver a financial plan.
November 30: Alternative Careers in Financial Services
A panel of professionals will talk about other possible career paths in the personal finance industry besides financial planning.