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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...
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...
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...
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...
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...
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)....
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...
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...
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