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K-State Today

March 8, 2022

Personal Financial Professionals Summit April 28-29

Submitted by Greg Tammen

Join Kansas State University's personal financial planning department for the 2022 Personal Financial Professionals Summit.

The summit is April 28-29 at the Hilton Garden Inn in Manhattan. It features speakers from various professions and backgrounds in the financial planning industry.

"We are excited to resume our annual tradition of welcoming financial advisors and alumni from across the region to Manhattan for the PFP Summit," said Martin Seay, department head and associate professor of financial planning.

The annual conference provides high-quality continuing education and also provides an opportunity for personal financial planning students to engage with industry professionals.

Attendees earn 12 hours of continuing education credits.

The first day covers the topics of emerging investment trends, wealth transfer planning, the SECURE Act and its impact on estate planning, using tax returns to identify planning opportunities and charitable giving, and features an update from the Kansas Insurance Department.

Day two covers ethics, clients' relationship with money, student loans and tips and tools that help financial planners navigate disagreements about money.

Discounted tickets are available until April 1. Single day tickets also are available.

Learn more and register at k-state.edu/pfpsummit.