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Personal Financial Planning

Schindler receives prestigious service award

Schindler_ABA_Geo_Bailey_AwardKurt A. Schindler, who received his Ph.D. in personal financial planning from K-State in 2014, was nationally recognized for his service to the community and the banking industry during the American Bankers Association’s Annual Convention in Dallas this winter. The director of financial education for Banco Popular in San Juan, Puerto Rico, was presented with the George Bailey Distinguished Service Award.

The award is given to a non-CEO bank employee who demonstrates outstanding initiative, performs impactful work and inspires others. It is the only award given to an individual as a part of the program.

Schindler serves as a mentor in the financial planning field, as well as a financial advisor to many peers and a youth advisor to children. During his tenure as director, Schindler has spoken to more than 37,000 people from every town in Puerto Rico and the U.S. Virgin Islands and given more than 800 financial education workshops. He has made several television and radio appearances with consistent messaging about managing the family finances, the importance of saving and the importance of teaching the family healthy financial practices. Continue reading “Schindler receives prestigious service award”

Anita Dale, Jeffrey Nelson receive Ph.D. degrees

In the fall 2014, two Ph.D. candidates successfully defended their dissertations.

Anita K. Dale’s work was on “The Association of Culture with Financial Satisfaction.” She recently retired as an executive with Valent USA Corporation in Indianapolis and is pursuing faculty opportunities in personal financial planning.

Jeffrey Nelson, CFA, CFP®, presented “Three Essays on Personal Financial Difficulties of Military Members.” He is senior vice president and portfolio manager at Broadway Bank in San Antonio. Continue reading “Anita Dale, Jeffrey Nelson receive Ph.D. degrees”

Powercat Financial Counseling marks 5th year

Jodi Kraus, left, with student counselors.
Jodi Kaus, left, with student counselors.

Powercat Financial Counseling is celebrating its five-year anniversary of providing free financial education to Kansas State University students.

It started as a student learning and outreach center in the personal financial planning program in the School of Family Studies and Human Services, College of Human Ecology.

Since opening its doors in fall 2009, it has become a national model for other universities.

Powercat Financial Counseling offers free services for students to learn about budgeting, understanding credit, identity theft, investing and more.

The program has served more than 1,700 individual student financial counseling sessions and more than 23,000 attendees to group financial workshops and presentations. Continue reading “Powercat Financial Counseling marks 5th year”

Support us

If you are interested in supporting the Personal Financial Planning Program at Kansas State University, please contact Dana Hunter, development officer for the College of Human Ecology, at the Kansas State University Foundation, 2323 Anderson Ave., Suite 500, Manhattan, KS 66502, danah@found.ksu.edu or 800-432-1578. Or give online. Thank you for your past loyal and generous support of K-State and Personal Financial Planning.

IPFP establishes new advisory board

Most of the new advisory board met in Justin Hall on the K-State campus this fall.

The Kansas State University Institute for Personal Financial Planning has recently established an advisory board of local, regional and national practitioners in the personal financial planning field. The purpose of the advisory board will be to:

  • Promote the name and mission of the IPFP Program consistent with the University’s initiatives,
  • Assist PFP faculty and staff in furthering the goals and mission of the undergraduate, graduate, certificate and doctoral curricula,
  • Support and represent the interests of the IPFP program through student recruitment, student internships and industry trends,
  • Connect IPFP faculty and students with the surrounding professional community,
  • Connect IPFP alumni with the program and maintain engagement,
  • Enhance the visibility of the IPFP program throughout Kansas and nationally.

In addition to IPFP faculty members, the board is comprised of Amy Guerich, chairperson, (Stepp & Rothwell, Kansas City);  Jamie Bosse, CFP® (KHC Wealth Management, Kansas City); Jeff Bratz, CFP®, (HJN Advisors, LLP, Des Moines, IA); Jayson Cyr, CPA (Manhattan, KS); Eli Sallman, CFP®, AFIM® (The Trust Company, Manhattan, KS); Larie Schoap (ESB Trust, Manhattan, KS); Marc Shaffer, AIF®, CFP®, EA (Searcy Financial Services, Kansas City); and Jamel Wilcox (K-State Credit Union, Manhattan, KS).