The annual TACFEP Symposium boasts speakers from a diverse array of backgrounds. Speakers provide attendees with industry insight, best practices, and ways to re-imagine how financial literacy could look in Higher Education.
Kimberly Vesely, CFP, Full Circle Wealth Financial Planning: Engaging Millennials
In the past few years, there has been a shift in the financial planning industry regarding the standards of the 'target client'. There is a disconnect between conventional planning firms and what millennial-age clients need and want from an advisor. The discussion focused on what the industry is doing to not only attract younger clients, but add value through new service models.
Past KeyNotes and Luncheon Speakers
Thomas G. Kimball, Ph.D., LMFT 2016 KeyNote
Nancy VonBoskirk, TG FLEC and You!
Mary Johnson, Higher One Where's The Money? Creating a Financial Literacy Initiatives through Grants and External Funding
Mark Taylor, M.S.W., Ed.D From Layaway to Bitcoin: Generational Issues in Financial Literacy