Contributed by: Kelsey Arvai, CFP®, MBA
Contributed by: Jeanette LoPiccolo, CFP®
This year, Money Smart Week was observed in April (the 15th to the 21st)! In honor of this campaign, The Center was delighted to co-sponsor the Michigan Council on Economic Education's 2024 Personal Finance Challenge on April 15th. The event is an exciting competition between local high school students who are all about personal finance. The teams are provided with a case study of a typical family and their financial situation, then asked to provide their recommendations in a 10-minute presentation. The students take turns explaining different areas for improvement, the options, and the benefits. The experience highlights the importance of making smart personal financial choices and career opportunities in the financial planning industry.
Our team was pleased to provide coaching to the teams, judges to the competition, and a lively quiz bowl announcer to the event. We enjoyed the opportunity to participate and have been delighted to see improvement in the team's presentations since last year.
In addition to Money Smart Week – The Center Summer Internship Program is a valuable gateway for young individuals aspiring to enter the financial planning industry. We offer a dynamic platform where theoretical knowledge meets real-world application. Our program provides hands-on experience for college-aged students to discover a deeper understanding of the significance of making astute financial decisions through mentorship and practical exposure. Through case studies – interns can grapple with the nuances of financial planning and begin to understand the complexities of each comprehensive financial plan. Our program's goal is to shed light on the diverse roles and pathways within the Financial Industry, help inspire young professionals by refining their skills, and give clarity on their career trajectory to allow them to make informed decisions about their future in the financial realm and beyond (both personally and professionally).
Michael Brocavich, CFP®, MBA, Matt Trujillo, CFP®, and Jeanette LoPiccolo, CFP® attending the Michigan Council on Economic Education's 2024 Personal Finance Challenge on April 15th.
Kelsey Arvai, MBA, CFP® is an Associate Financial Planner at Center for Financial Planning, Inc.® She facilitates back office functions for clients.
Jeanette LoPiccolo, CFP® is an Associate Financial Planner at Center for Financial Planning, Inc.® She is a 2018 Raymond James Outstanding Branch Professional, one of three recognized nationwide.
Opinions expressed in the attached article are those of the authors and are not necessarily those of Raymond James. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.
The Center was a sponsor of the Michigan Council on Economic Education (MCEE) Personal Finance Competition. MCEE is not affiliated with and does not endorse the people, products or services of Raymond James or The Center.