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.