UW-Green Bay: Schwab and UW-Green Bay establish the Charles Schwab Foundation Center for Personal Financial Planning | WisPolitics.com
Green Bay, Wis.—The University of Wisconsin-Green Bay’s Cofrin School of Business has received a generous gift from Schwab Advisor Services, in partnership with the Charles Schwab Foundation, for the newly named Charles Schwab Foundation Center for Personal Financial Planning and the Charles Schwab Foundation Boardroom.The Charles Schwab Foundation Center for Personal Financial Planning will be the visible, non-curricular home for UW-Green Bay’s new (2021) CFP Board Registered Personal Financial Planning Program and a focal point for building community among students, faculty, alumni, and community partners. The partnership dramatically enhances the space and programming available for personal finance learners and helps build a talent pipeline by increasing awareness of the entrepreneurial career opportunities that exist within the independent advisory industry.On Monday, May 2, 2022 at 1:30 p.m., University leaders will unveil the new spaces in L.G. Wood Hall (Room 118), along with the new Willie Davis Finance & Investment Laboratory (Room 114), in conjunction with a public announcement about the University’s Capital Campaign. The announcement will be held in Rosewood Cafe, Wood Hall, Green Bay Campus. The Cofrin School of Business will also hold a public grand opening of the spaces with tours on May 5, 2022.
