2nd Annual Financial Planning Day

The Economics & Finance Department held the 2nd Annual Financial Planning Day on Friday, November 10, 2017. The theme was bridging the Gap Between Students and Professionals which provided a platform for students to learn more about the profession of personal financial planning. In addition to the benefits for the students, professionals were allowed to speak with students to fill potential Internship needs and take notice of the program’s quality students. Professionals also gained education through continuing education credits offered at the event. The event was held at the Universities Center.

Financial Planning Day turnout was very positive. There were over 50 students and professionals in attendance at UCD. Additionally, 20 students watched the live stream from across the United States. The education component of the event was a big success. Students learned about generational differences in the workplace, the history of financial planning, and how investments are used in comprehensive financial planning. Speakers included nationally known leaders in financial planning.

Companies and organizations that attended the event:

Quest Capital Management

Guaranty Bank

Your Richer Life

Lee Financial Corporation

Vanguard

Guiding Wealth

Texas A&M – College Station

Texas Tech University

Fidelity Investments