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Personal Financial Planning

Author: Anne Rubash

Ph.D. Practice-Oriented Research Forum

Kate Mielitz PFP PhD poster forumPersonal Financial Planning doctoral student Kate Mielitz received first place for the poster she presented at the K-State Personal Financial Planning Doctoral Student Practice-Oriented Research Poster Competition during the August doctoral student intensive session. Her poster, “Ready for Release: Financial Knowledge of Inmates in a Transitional Center Program,” summarized a paper she presented at two conferences this fall. Her research was supervised by Morey MacDonald.

Christina Glenn PFP PhD poster forumChristina Glenn, supervised by Stuart Heckman, received second place for her poster, “Financial Help-Seeking Behaviors and Outcomes of Millennials.”

 

Ben Strother PhD poster forumBen Strother, supervised by Stuart Heckman, came in third with her poster: Financial Impact and Duration of Disability across the Lifespan.”

Travel awards were given to each student who placed. Thank you to our generous sponsors of this year’s travel awards: ESB Financial, Nick Carr (‘14), Scott and Julie Cumbie (‘12), and Kurt Schindler (‘14).

Merrill Lynch awards PFP program $25,000

Pizza dayMerrill Lynch awarded the PFP program $25,000 to support student scholarships, PFP brand recognition and experiential learning for students. Partial funds were used to help build awareness on the K-State campus through the pizza giveaway held in October. Pizza day thank youPFP students and faculty gave away over 250 pizzas to students  and in giving out free slices were able to interact with students, discuss PFP as a major and talk about career opportunities in financial planning. Christina Glenn, doctoral student, and Lindsay Adams, senior in PFP, were both awarded $4,000.

K-State graduates in the news

Kurt Schindler, CPF®, a 2014 PFP doctoral graduate, was recently appointed Professor of Personal Financial Education at the University of Puerto Rico in San Juan. The University of Puerto Rico is the largest educational institution in Puerto Rico with an enrollment of over 56,000 students on 11 campuses. Prior to joining the faculty at UPR, Dr. Schindler was a Vice President at Banco Popular, where he was Marketing Manager and Director of Financial Education.

Mary Bell Carlson, Ph.D., CFP®, recently joined New Planner Recruiting, LLC as a Recruiter assisting entrepreneurial and established financial planning firms in the placement of entry-level and established professionals. Dr. Bell, who graduated from KSU in 2015 with a Ph.D. in Personal Financial Planning, is also the Principal of Silverbell Solutions based in Washington, D.C. where she provides individual clients and couples with counseling surrounding money and emotions.

Justin M. Henegar, Ph.D., CFP®, ChFC®, CRPC®, Director of Scholarship and Research at the Ron Blue Institute at Indiana Wesleyan University, and Ron Blue recently completed work on a new textbook titled: Biblical Financial Planning: A Biblical Worldview of Personal Finance, published by Pearson Learning Solutions. Dr. Henegar graduated from the KSU Personal Financial Planning Doctoral Program in 2015.

PFP advisory board meeting

The PFP Advisory Board held its semi-annual meeting on campus on November 4. The Advisory Board established three principal outreach objectives for the coming year consisting of: 1. development and relationship management, 2. community and campus engagement, and 3. student and industry engagement. Each initiative is designed to promote the visibility and accomplishments of the Personal Financial Planning Program at K-State to its important constituents.

New officers were elected and plans for hosting a career and professional development day were discussed. Jamie Bosse ’04, KHC Wealth Management, was elected to chair and Eli Sallman ’09, The Trust Company, was elected as secretary.

Many thanks go to Amy Guerich ’06 for her service and leadership of the advisory board for the past two years, as well as to Ann Coulson for her service as the secretary. Two new members joined the board: George Nabeshima ’14 and Jim Reed ’70, Reed Financial Services. We want to extend our appreciation and thanks to Jayson Cyr ’70, who served on the board for the past two years.

Additional board members include: Jeffrey Bratz ’07, JHN Advisors; Justin Nichols ’99, CGN Advisors, LLC; Larie Schoap ’78, ESB Financial; Marc Shaffer ’05, Search Financial; and Jamel Wilcox ’09, Central National Bank.

Personal financial planning student awards

mielitz-westKatherine Mielitz, a PFP 2014 doctoral cohort student, and Kevin West, a PFP master’s student, have been selected to receive Maurine Allison O’Bannon scholarships awarded by K-State’s Global Campus. The O’Bannon scholarships are offered biannually  in memory of Maurine Allison O’Bannon, a 1915 graduate from McPherson, Kansas. This scholarship provides a $1,000 cash award to distance-based students enrolled in
undergraduate and graduate programs.

PhD student, Sarah Asebedo, CFP® and Martin Seay Sarah Asebedo and Martin SeayCFP®, assistant professor, won the Financial Planning Association’s (FPA) 2016 Montgomery-Warschauer award for their November 2015 Journal of Financial Planning article, “From functioning to flourishing: Applying positive psychology to financial planning.” Each year, the Montgomery-Warschauer award recognizes the paper deemed to have provided “the most outstanding contribution to the betterment of the [financial planning] profession.” Congrats to Sarah and Martin on this outstanding accomplishment!