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X-WR-CALDESC:Events for Lubar College of Business
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SUMMARY:Financial Planner Career Forum
DESCRIPTION:Are you ready to take charge of your financial future and help others do the same?  Join us for our upcoming career forum and discover the exciting world of financial planning. \nHear from seasoned professionals who’ll share insights into the daily life of a financial planner. Learn about the skills and qualifications needed\, the potential rewards\, and the challenges you might face. \nWhether you’re a current student exploring internship opportunities or considering a career in financial planning after graduation\, this forum offers a unique chance to learn more about the field. \nDon’t miss this chance to gain valuable knowledge and network with industry experts. \nParticipant Bios \nJacob Hornak has been working with a team to advise individuals and families with their wealth decisions for 8 years. He currently is a Portfolio Manager and Tax Advisor at McCarthy Grittinger Financial Group. The firm advises individuals and families throughout the United States. Jacob is an Enrolled Agent and CERTIFIED FINANCIAL PLANNER® professional. He graduated from UW-Milwaukee’s Investment Management Certificate Program and Finance\, BBA program. \nPaige Radke is a Vice President and Banker in the Milwaukee office of J.P. Morgan Private Bank. Prior to her current role\, Paige was a Registered Representative at Landaas & Company\, helping individuals find financial success.  Paige earned a B.A. in Economics and Spanish from the University of Wisconsin and a Master of Sciences in Finance Analysis from the University of Wisconsin-Milwaukee. She is President of the UWM Lubar College of Business Alumni Association. She has studied stock valuation and investment management through the CFA Institute’s Investment Management Certificate Program at UWM.  She sits on the board of the River Revitalization Foundation and is an active member of Rotary International. \nCorey Mader has been providing investment and wealth advisory services since 2011. He joined Aspiriant directly out of college\, graduating from the University of Wisconsin-Milwaukee’s Investment Management Certificate Program (IMCP).  Corey received a bachelor of Businesses Administration from the University of Wisconsin-Milwaukee. He is a Chartered Financial Analyst® (CFA) charter holder and a member of the CFA Society of Milwaukee. \nRegister Now
URL:https://uwm.edu/business/event/financial-planner-career-forum/
LOCATION:Lubar Hall\, N146\, 3202 N. Maryland Ave.\, Milwaukee\, WI\, 53201\, United States
CATEGORIES:Alumni & Community,Students
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