Business students connect with industry professionals at FPA meeting in Rochester

Printer-friendly version Posted Date: Tuesday, April 24, 2018 - 14:45

Several Alfred State College business students recently attended a professional Financial Planning Association (FPA) meeting in Rochester for the opportunity to gain exposure to the industry.

The trip was made possible by the Alfred State Financial Planning Club, which is a student chapter of FPA. With the help of Professor Scott DuMond, CFP® and club adviser, the club organizes several trips each year for students to network with financial planning professionals and further their understanding of the industry.

During this recent trip, 13 students attended a presentation from the meeting’s featured speaker, Kathleen Roth, CFP® CeFT®, president and co-founder of Waterstone Financial Services. After the presentation, the students were able to network with Roth and other professionals at the meeting.

Through these experiences, many students find internship opportunities, DuMond explained.

“Attending these field trips helps students view a glimpse of their future through the training and interaction with other financial planners,” he said.

The students who attended the meeting were: Muhammad Bah (Bronx), Jared Barlow (Penfield), Molly Cole (Wellsville), David Dupuis (Canisteo), Nathanael Gisellie (Jakarta, Indonesia), Jordan Graham (Canisteo), Justin Hendrickson (Canisteo), Szczepan Kosmaczewski (Glendale), Michael LaRue (Massena), Joshua Miller-LaBar (Groton), Nicole Schmidt (Scipio Center), Calvin Tay ChokHong (Kuantan, Malaysia), and Valerie Wallace (Rexville). All of the students are financial planning majors, except Schmidt, who is enrolled in the business administration program.

several smiling students
Several financial planning professionals pose with Alfred State business students during the recent Financial Planning Association meeting in Rochester. Pictured, front row, from left to right, are Justin Hendrickson, Molly Cole, Muhammad Bah, Nicole Schmidt, and Jared Barlow. In the second row, from left to right, are Kathleen Roth, CFP®, CeFT®, president and co-founder of Waterstone Financial Services; David Dupuis; Doreen J. Haller, CFP®, CRPC®, president of the Financial Planning Association of Rochester and financial planner at Best Times Financial Planning; Calvin Tay ChokHong; Szczepan Kosmaczewski, Joshua Miller-LaBar; Valerie Wallace; Michael LaRue; Assistant Professor Scott DuMond, MSFS, CFP®, ChFC; Matt Eggar, financial planner at Focused Wealth Advisor and officer of the Financial Planning Association of Rochester; Jordan Graham; and Alfred State alumna Kay Pfleghardt, CFP®, registered financial associate and 401(k) specialist, Family Wealth & Legacy, LLC, and officer of the Financial Planning Association of Rochester.