College of ACES
College News

Financial planning conference Sept. 29

Published September 12, 2017
financial planning graphic

URBANA, Ill. – For students, professionals, and others who are interested in learning more about a career in financial planning, a half-day conference is offered on Sept. 29 from 8:30 a.m. to 1:00 p.m. at the IHotel and Conference Center in Champaign.

The conference will begin with a presentation by a financial planning team of three University of Illinois students who recently qualified to compete in the National Financial Planning Association Conference in Nashville next month. The students, Eric Schaefer, Michael Sacco, and Seth Elam, are all seniors in the Department of Agricultural and Consumer Economics in the College of Agricultural, Consumer and Environmental Sciences. Their team coach, Craig Lemoine, is the director of the department’s Financial Planning Program.

“I’m extremely proud of this team of students,” Lemoine says. “They worked very hard over the summer and it paid off with their team selected as one of eight teams in this national competition. The first week in October they’ll be heading to Nashville for a Jeopardy-style oral test and other ways to demonstrate their knowledge and understanding of the field of financial planning.”

Lemoine, who is a Certified Financial Planner and the conference coordinator, will give a presentation later in the morning. Topics will include: irrational budgeting, thinking and risk processing in the minds of clients and their financial advisers; and the future of financial planning.

Another presenter is an alumnus of the College of ACES program. Altan Wuliji received a bachelor’s degree from U of I and a master’s degree from Texas Tech University. He is also a Certified Financial Planner, currently working as an investment consultant with DiMeo Schneider & Associates in Chicago. Wuliji’s presentation is on how to build portfolios in today’s financial planning marketplace, with 2017’s geopolitical pressures, natural disasters, overvaluations, and political risk.

The day will include an opportunity for networking with other professionals over a box lunch. For the full itinerary and to register, visit the conference website. For questions, contact Craig Lemoine at craiglem@illinois.edu.

 

News Source:

Craig Lemoine