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.
11 - 11:30 a.m.
Registration • Mix & Mingle
11:30 - 12 p.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®.
12 - 12:45 p.m.
Keynote Speaker & Lunch
Heavy lunch snacks and refreshments.
David Mesa, RICP®, CLTC®, Founder & CEO of Mesa Wealth Management
"Charting Your Course to Success" is a story and guidance for the resilient pursuit of achieving success in wealth management through the lens of Mr. David Mesa.
David Mesa grew up in Colombia, South America, and moved to Marshfield, Wisconsin, at 12. He attended the University of Wisconsin–Green Bay and graduated in 2012. He and his wife Vanessa met freshman year at UWGB and have three children.
David started his financial planning practice through an internship with Northwestern Mutual during his senior year at UWGB. He is now the Founder & CEO of Mesa Wealth Management, utilizing Northwestern Mutual as his broker-dealer. Mesa Wealth Management manages 650 client households and $170M in client assets.
1 - 1:30 p.m.
Networking Break
1 - 1:30 p.m.
Alumni Panel
The UW-Green Bay PFP Program welcomes back thriving PFP alumni who successfully entered the financial planning profession in NE Wisconsin and will share their journey insights.
1:30 - 1:45 p.m.
Alumni Panel Q &A
1:45 - 2 p.m.
Networking Break
2 - 2:30 p.m.
Company Panel
The UWGB PFPA welcomes financial advice firms making a significant impact on members of the NE Wisconsin community as they share insights into finding career success.
2:30 - 2:45 p.m.
Networking Break
2:45 - 4:30 p.m.
Financial Planning Day
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 sponsors for their generous support.
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
- 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®.