Seven Sheboygan area financial planners/advisors recently spent a morning at Lakeland College, providing students from Brett Killion's personal finance management class with a one-on-one look at the profession.
The visitors helped cap off Lakeland's intensive Mayterm class by dividing up more than two dozen Lakeland students and meeting with them individually. They gave advice about investing and any other facet of personal finance management the students wanted to discuss.
"These professionals meet with hundreds of clients a year, and they do this on a day-to-day basis," said Killion, Lakeland's assistant professor of accounting. A few of these students would like to go into financial planning, so a side benefit was the opportunity to network."
Visiting Lakeland were: Thomas Binversie, Kohler Credit Union; Jeremy Burri, Veritas Financial Services; Matt Kautzer, Consumer Credit Counseling Service; Mark Miller, Mark Miller Financial Services; Mark Muench, UnitedOne Credit Union; Mary Ryan, Community Bank & Trust; and Tim Seager, Thrivent Financial.