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Personal Financial Planning

Message from PFP advisory board chair, Jamie Bosse, KHC Wealth Management

Jamie BosseSince November 2016, I have had the pleasure of serving as the PFP Advisory Board Chair. The objective of the PFP Advisory Board is to assist the program in growing and to support the program’s needs to be successful. We are dedicated to helping the PFP program connect students to the industry, engage in and develop industry relationships, and raise awareness across campus and in the community.

Our advisory board consists of alumni, friends, an undergraduate and graduate student and faculty acting in an ex-officio capacity. The board, Dean of Human Ecology, John Buckwalter, and the Kansas State Foundation College of Human Ecology’s development professional, Dana Hunter, work together to stay apprised of the program’s activities, discuss students’ and faculty’s needs, and brainstorm how to grow the program and move it forward.

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Professional Connections Day

By Martin Seay

 The Personal Financial Planning program hosted its first Professional Connection Event on March 10 at the K-State Alumni Center. Representatives from fourteen financial planning firms attended to share information about their firms and recruit for internships and full-time positions. The day included firm introductions, an exhibition hall, a networking lunch and a quick connections event. A highlight was the quick connections event, during which students met with each firm for five minutes in a speed-dating-like environment to establish initial rapport. Firms were updated on the recent changes in the undergraduate curriculum, including the addition of an internship requirement and coursework options from the Entrepreneurship Program and the National Strategic Selling Institute.

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Alumni update: Maureen Kelley, 2016

An interview with Maureen Kelley, graduate certificate in financial therapy

Maureen KelleyTell us about yourself.  

I am experiencing incredible career and personal growth at this stage of my life. A successful CEO friend shared: When you align your passion with values and your work—great things will happen.

Where are you from? Where do you live now?

Originally, I am from New England. Due to my father’s career path in the New England Telephone Company, our family continually moved between Rhode Island and Vermont. I also spent several years working in New York City – living in Westchester County. So basically, I am a North Easterner! Eleven years ago, I was offered a position with Wells Fargo Private Bank in Denver, Colorado, and since the skiing is way better in Colorado, it was an easy decision!

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Alumni Update: Scott Eggers, 2007

An interview with Scott Eggers, BS in personal financial planning

Scott EggersWhere are you from? Where do you live now? 

I’m from a very small town in Kansas, Ellinwood, and I currently live in Kansas City, Kansas.

What is your background?

After graduating from K-State in 2007, I moved to Denver, Colorado, to work for TIAA-CREF as a financial consultant. I assisted participants with their 403b plans in a call center environment. This was not for me, so I became an account manager for American Fidelity, where I specialized in employee benefits for K-12 schools in Colorado. I enjoyed this position, but I wanted to work more with investments, so I took on a position as an account manager with Verus Retirement, which specializes in retirement plans and analyzing investments inside a 401k.

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Report from FPA K-State

By Scott McGehee, junior in personal financial planning

The Financial Planning Association at K-State, FPA K-State, student group has been very active throughout this school year. The group is run by co-presidents Nolan Keim, junior, and Scott McGehee, junior, with faculty advisor Roxanne Martens. The group is rapidly growing and has roughly 25 members, which represents a little under half of the undergraduates in the major. During the previous school year, FPA K-State hosted an intern panel made up of students who had internships over the previous summer. They answered questions related to their experiences and offered advice to other students seeking out opportunities for internships.

Scott McGehee
Scott McGehee
Nolan Keim
Nolan Keim
Roxanne Martens
Roxanne Martens

 

 

 

 

 

 

 

 

The group was excited to host PFP alum Linda Leitz, owner of It’s Not Just Money, Inc., from Colorado Springs, Colorado and she spoke about opportunities in the industry, specifically for young women.

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K-State Research and Extension springs forward with financial education

By Elizabeth Kiss, personal finance extension specialist

Elizabeth KissOften serving as the front door to Kansas State University, Kansas Cooperative Extension is headquartered on the K-State campus in Manhattan and is invested with faculty and staff in four colleges (agriculture, arts and sciences, engineering and human ecology), on the Manhattan and Olathe campuses, throughout the state at five research-extension centers, and in every county. Operating collaboratively with the Kansas Agricultural Experiment State as K-State Research and Extension, faculty and staff with extension appointments provide trusted, practical education to help individuals and families, businesses and communities solve problems, develop skills and build a better future. Several years ago, through a strategic planning process with stakeholders, five grand challenges facing every Kansan were identified. They are: global food systems, health, developing tomorrow’s leaders, community vitality, and water. Efforts in research and extension focus on addressing these challenges to help better our state and beyond.

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Message from the program director

Kristy ArchuletaSeason’s greetings!

I think it is fair to say that not only do I get to work with the best students, but also I get to work the best and most respected colleagues in our field. K-State personal financial planning, or PFP, is a leader in the fields of financial planning, financial counseling, and financial therapy, and we continue to be recognized as one of the top programs in the country. Across our all of our programs, we strive for excellence in not only teaching our students the necessary skills to succeed, but also providing our students experiences that will develop them into better professionals. Both aspects are important to help bridge the gap between education and practice.

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