Message from the Chair
R. Clifford Berg, Jr., CLU, ChFC, AEP, MSFS


 

FEP Volunteers:
Waiting for a Call?

Scholarships Awarded
in Industry
Issues Competition

Journal Author
Award Winners

Join the Club

 

The excitement, vibrancy, and passion of youth were felt in full force at the national Financial Services Industry Issues Competition held earlier this year at the Society of FSP’s Arizona Institute. This new Foundation program invited student teams from universities around the country to prepare research papers on a hot topic in the financial service field. Finalists were invited to present their papers at the Institute and compete for scholarships funded by the Foundation.

Foundation President Tom Petsche and I had the honor of hosting nine young adults, each a stellar representative of one of the competing universities: Texas Tech, Western Michigan, and William Paterson. The event was clearly a positive experience for all involved. The practitioners who attended the Institute gained insight into a topic of increasing relevance, “Using Social Media in Financial Services.” The students received a real-life view of the varying nuances of a career in financial services through their interaction with the attendees.

On behalf of the Foundation, I’d like to express special thanks to John Gilliam, Dick Weber, Dick Bell, Tom Sigmund, Terri Getman, and the whole team of committed volunteers whose work on this event resulted in resounding success.

FEP Volunteers: Waiting for a Call?
Dick Bell explains how volunteers for the Financial Education Partners program are introduced to individuals who need their help. [click here to view pdf]

Scholarships Awarded in
Industry Issues Competition

In the Foundation’s first Industry Issues competition, student teams from UPP universities presented their research on social media usage in financial services. [click here to view pdf]

Journal Author Award Winners
This award, sponsored by the Foundation, recognized the top three articles published in the Journal of Financial Service Professionals in 2011. [click here to view pdf]

Join the Club
Make a pledge to one of the Foundation's giving clubs by August 1 and receive a gift in return. [click here to view pdf]

 

 

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