Skip to Content

Plante Moran helps launch MSU wealth management program

September 27, 2019 In The News 1 min read
Plante Moran Wealth Management will provide support to the program through guest lectures, speaking engagements, support for a professor of practice, and more.
Up close picture of people wearing graduation caps at a graduation

We’re proud to announce that the brand new Financial Planning and Wealth Management Program is coming to Michigan State University’s Eli Broad College of Business with help from our team. Plante Moran Wealth Management will provide support to the program through guest lectures, speaking engagements, support for a professor of practice, and more.

To showcase contributions from Plante Moran and Charles Schwab Foundation, in partnership with Schwab Advisor Services, there is now a dedicated classroom in our name. The Plante Moran Wealth Management and Charles Schwab Foundation Classroom is located in the school’s beautiful, new Edward J. Minskoff Pavilion.

The Financial Planning and Wealth Management Program is geared toward undergraduate finance majors and consists of six classes on topics such as an introduction to investments and estate and income tax planning. Students who complete the six courses will satisfy the education requirement needed to be eligible to sit for the Certified Financial Planner exam upon graduation. The program provides the opportunity for students to differentiate themselves, as well as for the firm to enhance the education of our future colleagues and their peers.

Bob Palmer, a partner in our wealth management group, says of the program, "The program allows students to get a significant jumpstart on their careers, and we're honored to give back in a meaningful way to a university that has provided us with so many talented, driven staff.”

Learn more about the program here.

Related Thinking

Empty desk with chair
December 2, 2022

The unemployment rate held steady in November

Blog 2 min read
Man sipping coffee looking at computer
November 30, 2022

GDP increased more than expected in Q3

Blog 2 min read
Business professional looking at a report in an office.
November 29, 2022

Using a lender to finance your insurance premiums? Here’s what you need to know

Article 3 min read