At a glance
During this recent trip, 13 students attended a presentation from the meeting’s featured speaker, Kathleen Roth, CFP® CeFT®, president and co-founder of Waterstone Financial Services. After the presentation, the students were able to network with Roth and other professionals at the meeting.
Several Alfred State College business students recently attended a professional Financial Planning Association (FPA) meeting in Rochester for the opportunity to gain exposure to the industry.
The trip was made possible by the Alfred State Financial Planning Club, which is a student chapter of FPA. With the help of Professor Scott DuMond, CFP® and club adviser, the club organizes several trips each year for students to network with financial planning professionals and further their understanding of the industry.
During this recent trip, 13 students attended a presentation from the meeting’s featured speaker, Kathleen Roth, CFP® CeFT®, president and co-founder of Waterstone Financial Services. After the presentation, the students were able to network with Roth and other professionals at the meeting.
Through these experiences, many students find internship opportunities, DuMond explained.
“Attending these field trips helps students view a glimpse of their future through the training and interaction with other financial planners,” he said.
The students who attended the meeting were: Muhammad Bah (Bronx), Jared Barlow (Penfield), Molly Cole (Wellsville), David Dupuis (Canisteo), Nathanael Gisellie (Jakarta, Indonesia), Jordan Graham (Canisteo), Justin Hendrickson (Canisteo), Szczepan Kosmaczewski (Glendale), Michael LaRue (Massena), Joshua Miller-LaBar (Groton), Nicole Schmidt (Scipio Center), Calvin Tay ChokHong (Kuantan, Malaysia), and Valerie Wallace (Rexville). All of the students are financial planning majors, except Schmidt, who is enrolled in the business administration program.
