UVU students sharpen skills at financial planning conference

 

UVU students at the conference. L to R: Tom Nally, Caishalynne RIchins, Trent Colledge, Calli Case, Kate Healy; Luke Dean – college advisor / program director; students Calli Case,Trent Colledge and Caishalynne Richins.Three students from Utah Valley University joined 53 others from across the country at an conference for independent registered investment advisors in Orlando, Florida, Jan. 31 to Feb. 3.

 

Calli Case, Trent Colledge and Caishalynne Richins attended TD Ameritrade Institutional’s annual conference and explored job opportunities and connected with more than 3,000 financial advisors and other financial services industry professionals and experts from across the nation.

 

Students attended feature sessions by Ian Bremmer, president, Eurasia Group; Viola Davis, award-winning actress of film, television and theater; Marc Goodman, New York Times best-selling author of Future Crimes;  April Rinne, advisor, Pathfinder, and member of the World Economic Forum; and Jeremy Siegel, the “Wizard of Wharton” Wharton School finance professor. They also heard about the convergence of financial services and technology from a keynote panel on innovation that included Adena Friedman, president of CEO, Nasdaq; Tim Hockey, president and CEO, TD Ameritrade; Ric Edelman, executive chairman, Edelman Financial Services; and Lex Sokolin, director of fintech strategy, Autonomous. 

 

The students also participated in smaller breakout sessions and panel discussions on investing and evolving as a financial advisor, and attended networking events with advisors and leaders of our firm, including Tom Nally, president of TD Ameritrade Institutional, and Kate Healy, TD Ameritrade’s managing director, Generation Next. 

 

Picture Above: UVU students at the conference. L to R: Tom Nally, Caishalynne RIchins, Trent Colledge, Calli Case, Kate Healy; Luke Dean – college advisor / program director; students Calli Case,Trent Colledge and Caishalynne Richins.

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About Utah Valley University

At 37,282 students and growing, Utah Valley University is the largest public university in the state of Utah and one of a few in the nation offering a dual-mission model that combines the rigor and richness of a first-rate teaching university with the openness and vocational programs of a community college.
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