Students Receive Scholarships to Attend NAPFA Northeast Region Symposium

As part of the Alfred State financial planning outreach program in which students receive exposure to "real world" financial planning practitioners, four students attended the National Association of Personal Financial Advisors (NAPFA) Northeast Symposium, held at the Hilton Newark, on March 7 and 8. The four students were the recipients of scholarships from NAPFA's Northeast Region Board of Directors, which facilitated their attendance at the educational symposium on alternative investments and estate tax planning.

Accompanying the students on the field trip was Dr. Ron A. Rhoades, CFP, assistant professor in the Business Department of Alfred State, and curriculum coordinator of its financial planning program. Dr. Rhoades was also recently quoted in the article, "4 Red Flags You’re Sitting Across From A Bad Investment Advisor," appearing in Business Insider. Rhoades recently returned from Ft. Lauderdale where he attended the February 2012 NAPFA Board of Governor’s meeting. Rhoades also actively serves on the Public Policy Committee and Ethics Committees for NAPFA, serves as a member of its National Board of Directors, is a member of the Financial Planning Association, and is a Certified Financial Planner(tm) certificant holder.

recipients of scholarships from NAPFA’s Northeast Region Board of DirectorsThe four financial planning students who were the recipients of scholarships from NAPFA’s Northeast Region Board of Directors, from left to right, were O'Brian Tomlinson, Bronx; Alicia Grebner, Wellsville; Bill Fahs, Wellsville; and Josh Wing, Hornell.