Wealth Management Day
Learn, Connect &
Thrive
October 22, 2025 • The Weidner
The UW-Green Bay Personal Financial Planning Program and Charles Schwab Center for Financial Wellness introduce Wealth Management 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 22, 2025
11:00am-3:30p.m.
Where
The Weidner
UW-Green Bay
Cost
No cost for students, thanks to event sponsors
Event Agenda
The Wealth Management Day will include a Keynote address by executive leadership from the CFP Board, a NextGen scholarship and career panel from national leadership Schwab Advisor Services, an UW-Green Bay Alumni panel, concurrent industry insights sessions, networking breaks, lunch, and round-robin interviews between students and firms.
9:30-10:45 a.m.
Willie Davis Investment Lab & Schwab Center for Financial Wellness Coffee Chat and Tour
with WDIL Director Dr. Mussie Teclezion, WDIL Manager Professor Kevin Jaklin, CFW Director Dr. Preston Cherry and CFW Manager Dr. Zhouli Axelton
11 - 11:10 a.m.
Event Kickoff & Announcements
Learn the latest news about the UW-Green Bay Personal Financial Planning (PFP) Program and Center for Financial Wellness from Program and Center Director Dr. Preston D. Cherry, CFP®.
11:10 - 11:55 a.m.
Keynote Speaker & Lunch
Heavy lunch snacks and refreshments.
K. Dane Snowden, Chief Operating Officer at CFP Board
"Beyond the Letters: How the CFP Board Accelerates Your Purpose, Paycheck, and Possibilities" is a story of leveraging scholarships, mentorship, and career pathways that fuel long-term success through the lens of Mr. K. Dane Snowden.
K. Dane Snowden joined CFP Board as Chief Operating Officer (COO) in November 2023. As COO, he leads the organization’s core business operations, including certification, marketing, communications, public relations, public awareness, project management and human resources.
Dane serves as a key business partner to the CEO and the Board of Directors and is responsible for collaborating with other members of the executive leadership team to execute the organization’s strategic priorities and align resources to support business objectives and operational goals
12 - 12:45 p.m.
Schwab Advisor Services Session with Executive Leadership: "Inside Wealth Management RIAs: Career Secrets, Culture Fit, and Climbing with Confidence"
Explore how to get hired, get ahead, and get connected in the independent advisory space. RIAs are one of the most dynamic and in-demand destinations for rising financial planners—but how do you break in, stand out, and build a fulfilling career in this space? Join Schwab Advisor Services executives for an inside look at how students can successfully enter and thrive in the Registered Investment Advisor (RIA) channel. Whether you're a first-year student exploring your options or a senior preparing for your first job, this session will equip you with actionable insights, direct access to powerful tools like RIAConnect®, and strategies to navigate the RIA talent ecosystem with clarity and confidence.
This interactive session will also feature Q&A with Schwab executives and stories from professionals who’ve used these pathways to launch impactful careers.
1 - 1:30 p.m.
Concurrent professional development tracks
Session A: CFP Board Education & Exam
Session B: Women in Wealth Management
1:30 - 2 p.m.
Concurrent professional development tracks
Session A: NE Wisconsin Student Alumni
Session B: Industry Insights Topic Discussion (Regional Companies)
2:15 - 3:30 p.m.
Wealth Management Day 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.
Sponsors
The UW-Green Bay Personal Financial Planning program thanks all our 2024 sponsors for their generous support. The 2025 sponsors will be announced soon!
Lead Sponsors
Support Sponsors
University Partner
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
- Friday, August 1: Employer deadline to register for event and interviews
- Wednesday, September 24: Student Priority deadline for matching you with interviewers.
- Wednesday, 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®.