Student/Career Changer: “Shadow” a CFP® at Financial Planning Day

Do you know a college student or career changer interested in pursuing a career in financial planning? Come find out how financial planners communicate with clients!  The Career Development Committee and FPA of Minnesota are offering an invitation to attend Financial Planning Day as a “shadow” financial planner on October 29th. Financial Planning Day is a free event open to the public where attendees can come in to discuss personal financial questions and concerns with a volunteer Certified Financial Planner™.

Each accepted student or career changer will be matched with a CFP® while they complete the free consultation with attending clients. Topics such as personal finance issues, debt management, and retirement planning will be covered, depending on the needs and questions of the client. For more information, contact Megan Olson at molson@wipflihewins.com or see the application for more details.


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