Tag: financial planning program
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Volunteer income tax assistance (VITA) available at UW-Green Bay
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Did you know we have a volunteer income tax assistance program (VITA) at UW-Green Bay? Well you can learn about it on their newly-redesigned VITA webpages. The program is currently seeking student and community volunteers to become IRS-certified, and help local taxpayers (students included) making $73,000 or less prepare and file their taxes for FREE…
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UW-Green Bay’s Preston Cherry LUMINARIES Class of ’22 Finalist
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We are extremely pleased to present the LUMINARIES Class of 2022 Finalists, who are being recognized this year for the many dynamic and inclusive ways they are driving the wealth, investment and retirement industry forward. An evolution of our Broker-Dealers of the Year awards, the LUMINARIES program is now in its second year. It aims…
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Center for Personal Financial Planning (CPFP) launched Phoenix Personal Financial Planning Student Association
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The Center for Personal Financial Planning (CPFP) launched its Phoenix Personal Financial Planning Student Association last week. Student members attended a local Green Bay Current Young Professionals Chamber event in which a BMO Harris presented timely retirement planning education to professionals. “Opportunities like these elevate our student’s professional development spirits and welcome them into the world…
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Phoenix Personal Financial Planning Association Information & Interest Kick-Off Event, Sept. 29
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A kick-off meeting for the Phoenix Personal Financial Planning Association is scheduled for 6 p.m. on Wednesday, Sept. 29 Free and open to the public. Learn and maybe even join at the PPFPA Information & Interest Kick-Off Event, hosted by program leader Prof. Preston D. Cherry, CFP. Topics for the event include: •Organization (officer &…
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Stock Market Volatility Defined | The Motley Fool with Prof. Preston Cherry
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The Motley Fool also spoke with Dr. Preston D. Cherry, Assistant Professor of Personal Financial Planning and Finance at the University of Wisconsin’s Austin E. Cofrin School of Business. Because of his expertise in financial planning, retirement, and estate planning, The Motley Fool had a few questions for Dr. Cherry. The Motley Fool: Should stock market…
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May Phoenix Forum Virtual program is on financial planning, May 20
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Join the May Phoenix Forum Virtual Speaker event and learn from UW-Green Bay’s expert in financial planning, UW-Green Bay Prof. Preston D. Cherry, CFP®, Thursday, May 20, 2021 from 3 to 4 p.m. (CST). The event is titled, Mind on Money & Money on Mind: The Behavior & Psychology of Money. Everyone has dollars that…
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What to do with that stimulus check or tax refund? Ask Prof. Cherry
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If you’re expecting a tax refund or a stimulus check what’s the smart thing to do with the money? NBC 26 talked with an expert and he told us it’s important to pay down your credit card debt. Start with a small one to get the feeling of accomplishment. But that’s not number one on…
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UW-Green Bay Receives CFP Board Approval to Provide Financial Planning Program | Seehafer news
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Professor Preston Cherry, who secured the approval and will lead the program, said this development means that UW-Green Bay’s Financial Planning program will provide three of the essential four “E’s” needed to become a successful financial planner—ethics, education and exam. Source: UW-Green Bay Receives CFP Board Approval to Provide Financial Planning Program | Seehafer news…