UConn Financial Planning &
Wealth Management Initiative Kickoff
Celebrating the launch of UConn's new Financial Planning & Wealth Management Initiative
Wednesday, December 16th, 2026
Business Lounge (BUSN 116), UConn School of Business
Storrs, CT
Event Information
Event Details
Join the Department of Finance at the UConn School of Business as we celebrate the launch of the Financial Planning & Wealth Management Initiative, an effort to advance financial planning education, workforce development, and industry engagement in Connecticut and beyond.
The initiative begins with the development of an undergraduate program aligned with CFP Board education requirements, with plans to expand experiential learning opportunities and strengthen partnerships with the financial services industry.
This kickoff event will bring together university leaders, Registered Investment Advisors (RIAs), other financial services professionals, alumni, faculty, students, and community partners to recognize early supporters, discuss emerging opportunities, and help shape the future of the initiative.
The event will feature an optional industry roundtable, followed by a networking reception that includes a program highlighting the initiative’s vision and future plans.
Industry Roundtable (Optional)
The Future of Financial Advising & Planning: Talent, Skills & Industry Needs
Join financial planning and wealth management professionals to discuss industry trends, evolving talent needs, and the impact of AI and technology. Explore opportunities for UConn-industry collaboration in student recruitment, mentoring, and experiential learning.
Event Agenda
2:00-2:30 p.m.
Industry Roundtable Check-in
2:30-3:45 p.m.
Industry Roundtable: The Future of Financial Advising & Planning: Talent, Skills & Industry Needs
3:30-4:00 p.m.
Reception Check-in
4:00-4:15 p.m.
Refreshments and Networking
4:15-5:00 p.m.
Kickoff Program and Remarks
5:00-6:00 p.m.
Reception and Networking
Registration
Registration is required for this event.
Reserve Your Spot Today
RSVP Deadline: December 7, 2026
2027 Keynote Speaker
Professor Adi Sunderam
Willard Prescott Smith Professor of Corporate Finance
Harvard Business School
Parking
Please indicate on the registration form if you need parking. A link with parking information will be sent to you prior to the event.
Contact Information
Event Logistics: Amy Erhart - Amy.Erhart@uconn.edu
Program Information: Lingling Wang - Lingling.Wang@uconn.edu
Support the Wealth Management Inititative
Our Partners
(logos for partners).
UConn complies with all applicable federal and state laws regarding non-discrimination, equal opportunity, affirmative action, and providing reasonable accommodations for persons with disabilities. Contact: Office of Institutional Equity; (860) 486-2943; equity@uconn.edu; http://www.equity.uconn.edu.
If you require a disability-related accommodation to participate in this event, please contact Amy Erhart at Amy.Erhart@uconn.edu at least five business days before the event.