Tag: Center for Personal Financial Planning
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UW-Green Bay to host John Hope Bryant, founder, chairman and CEO of Operation HOPE, Inc., speaking on Public Service and Financial Wellness
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FOR IMMEDIATE RELEASE: March 14, 2024 The event is sponsored by the Tommy G. Thompson Center on Public Leadership Green Bay, WI – The University of Wisconsin-Green Bay will welcome John Hope Bryant, founder, chairman and chief executive officer of Operation HOPE, Inc. for a free community presentation. Bryant’s presentation is part of the Tommy…
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Watch the Video: Student Riley Siltman talks about the Personal Financial Planning minor
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Finance and Business Analytics major Riley Siltman didn’t know there was a minor in Personal Financial Planning when he first came to UW-Green Bay, but when he learned about it, he found it fit in perfectly with his career goals. The Personal Financial Planning minor isn’t just for people who want a career in financial…
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Learn more about the Schwab Center for Financial Wellness
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Morgan Cain, a Business Administration major, and Dr. Preston Cherry, Assistant Professor of Finance and Personal Financial Planning, are founders of the Charles Schwab Center for Financial Wellness, a service provided by UW-Green Bay to promote financial wellness in the community and help people on their financial journeys. Cain is a peer mentor at the…
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UW-Green Bay student Riley Siltman receives National Charles Schwaub Foundation scholarship
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Investing in the Next Generation of Talent: Schwab Announces Registered Investment Advisor Talent Advantage Student Scholarship Recipients WESTLAKE, Texas–(BUSINESS WIRE)– Schwab Advisor Services and Charles Schwab Foundation announced today the 12 recipients of its 2023 Registered Investment Advisor Talent Advantage (RIATA) Student Scholarship. In its third year, the scholarship aims to provide the next generation…
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Don’t let your retirement implode like crypto | Morningstar
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Dr. Preston Cherry, founder and president of Concurrent Financial Planning and assistant professor of finance and head of the Personal Financial Planning Program at the University of Wisconsin-Green Bay, joins us on this episode of The Long View to discuss financial planning, crypto, and retirement. Here are a few excerpts from Dr. Cherry’s conversation with…
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Center for Personal Financial Planning launches new podcast
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The UW-Green Bay Center for Personal Financial Planning at the Cofrin School of Business is excited to announce a new podcast! The newly launched podcast goes by the name of “NEW Money”, and is hosted by UW-Green Bay Assistant Professor of Finance, Preston Cherry. “NEW Money” has candid and entertaining conversations about the intersection and domains…