September 30, 2023


Moving Forward

Western Kentucky University’s Financial Planning Association Student Chapter Host the 4th Annual Financial Planning Symposium

The 4th Yearly FPA MidSouth Economical Preparing and Investments Symposium is Friday, September 15th, 8:00 a.m.- 5:00 p.m. The function will be held at the Knicely Conference Centre and is hosted by WKU’s FPA Scholar Chapter and the Gordon Ford Faculty of Business’s Department of Finance. The meeting will function nationally regarded considered leaders in finance, company and organizational leaders, academicians, and WKU alums.  

Highlighted speakers contain:  

Kyla Scanlon is a information creator, the founder of the fiscal instruction organization Bread, and a WKU GFCB alumni. At WKU, Scanlon majored in economics, finance, and information analytics. Following she graduated, Scanlon was a CAP Affiliate at Cash Team just before becoming a member of an schooling startup to spin out their investment instruction arm right before starting her individual corporation. Her primary objective is to conduct a human-centric financial investigation to help link the dots in between what is occurring and why it is taking place.  

Ron A. Rhoades, JD, CFP®, is the Director of WKU’s Particular Economical Organizing Method, where by he is an Associate Professor of Finance and at present teaches programs in Estate Planning, Utilized Investments, Personal Finance, and Economic System Enhancement (capstone training course). He also serves as a Financial Advisor and principal of Scholar Fiscal, LLC, an RIA with about $35 million under management. Dr. Rhoades has advocated for the fiduciary benchmarks for nearly two a long time, usually checking out Capitol Hill, the DOL, and the SEC. 

Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA, is the Direct Economic Setting up Nerd for, President of Entirely Vested Guidance, Inc., and the Chief Arranging Officer at Buckingham Prosperity Companions. Beforehand, Levine served as Ed Slott and Company’s Main Retirement Strategist, where by his ability to simplify the elaborate regulations that govern person retirement accounts, combined with his exceptional blend of humor and tax organizing, was to start with identified. In 2020, Levine was named by Financial investment Advisor Magazine as one particular of the major 25 voices to transform to through unsure times and was named to the IA25 yet again in 2021. 

Seema Sheth is the Senior V.P. & Regional Govt for the Louisville Branch of the Federal Reserve Financial institution of St. Louis. Beforehand, Sheth built a e-book of enterprise at Northwestern Mutual, in which she was integral in range and inclusion initiatives. In 2017, Sheth founded the Adulting Academy, which teaches the fundamentals of finance to youthful older people. Sheth gained a master’s degree in business enterprise administration from the College of California, Irvine, and an undergraduate degree in theater from the College or university of William and Mary.

David Lau is the C.E.O. and founder of DPL Fiscal Companions, a business centered on distributing monetary merchandise geared towards the Registered Investment decision Advisor (RIA) and price-dependent advisory channels. Before in his occupation, Lau assisted establish E*Trade Bank and its predecessor Telebank, the nation’s to start with world wide web lender. David previously served as COO and architect of Jefferson National, a primary insurance provider targeted on RIAs and rate-primarily based advisors.  

Attendees can acquire five several hours of CFP Board® CE credit history for attending. Be sure to see the web site for much more information. In addition, attendees can take part in a Meet the Companies Spherical Robin party. The Fulfill the Firms Round Robin celebration is a networking option with WKU students pursuing internships.  

For more details, you should visit Particular Economic Preparing Symposium | Western Kentucky University (