You are cordially invited to join us for the Personal Financial Planning Program’s EdInvest Wealth Management Forum and First Manhattan Case Competition on Friday, Oct. 24, from 8 a.m. –2 p.m. at the Kittredge Multipurpose Room. During this interactive half-day event, you’ll gain practical financial skills and career insights, while making valuable connections with peers, recent graduates, and experienced professionals in the financial services industry. Feel free to join us for the entire forum or just the sessions that fit your schedule.


8–9 a.m. Registration and free continental breakfast

9–11:15 a.m. First Manhattan Case Competition

9–9:30 a.m. – Teams 1 and 2

9:45–10:15 a.m. – Teams 3 and 4

10:30–11:15 a.m. – Teams 5 and 6

9–11:15 a.m. Workshop and Panel

9–10:15 a.m. – Peer mentoring workshop with PFP students

10:30–11:15 a.m. - Early career panel discussion (several recent PFP graduates)

11:30 a.m.–12:45 p.m. -Free lunch and Panel Senior financial advisor panel discussion (several experienced advisors) Case competition award ceremony

1 p.m.–2 p.m. - Meet the Firms

Register Here