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Finance

2026 Inaugural UWL Professional Financial Planning Summit

Welcome to the University of Wisconsin-La Crosse Inaugural Professional Financial Planning Summit!

Please join us for the Inaugural UWL Professional Financial Planning Summit! This summit is designed to provide professional development and networking opportunities for professionals and students working in the financial planning profession.

What: Inaugural UWL Professional Financial Planning Summit

When: Monday, March 9th 2026 (10:00am - 4:00pm, optional speed networking from 4:00pm - 5:30pm)

Where: 2130 Bluffs Gathering Space, Student Union Building, University of Wisconsin-La Crosse

This event is free to attend! The Summit is made possible thanks to the support of the Trust Point Foundation, in collaboration with the University of Wisconsin-La Crosse College of Business Administration.

Who should attend?

  • College students specializing in Personal Financial Planning, Risk Management, and/or Insurance Planning.
  • Professionals working in the Financial Services Industry, especially those committed to comprehensive financial planning
  • Faculty and Staff specializing in Personal Financial Planning, Finance, Accounting, Economics, Psychology, and Consumer Decision Making
  • Recruiters and Hiring Managers seeking to meet dedicate financial planning students

What can you expect?

  • Engaging professional keynote speakers
  • Panel discussions
  • Cutting edge research
  • Collaborative learning
  • Ongoing informal networking
  • Formal speed-networking
  • Lunch
  • Refreshments throughout the day

Registration

Click on the link below or scan the QR code to confirm your registration.

https://uwlax.iad1.qualtrics.com/jfe/form/SV_00TNVBXayrBZsLY

Please note:

  • This event will have no registration fees thanks to the generous support of the Trust Point Foundation!
  • In order to accurately plan our event space and lunch, we ask that you register as early as possible.
  • Please inform us of any unforeseen extreme circumstances that prevent your attendance after registration

Registration deadline: Monday March 2nd, 2026

Program

More details to come as summit nears!

  • Registration opens - 9:00am
  • Program begins - 10:00am
  • Lunch - 12:30pm
  • Program ends - 4:00pm
  • Supplemental speed-networking (pre-registration required) - 4:00pm until 5:30pm

Keynote Speakers

Bill Bosch, CEO & President - Trust Point Inc.

Ed Coambs, CFP®, LMFT, CFT-1, Founder - Healthy Love and Money

  • Helping Couples Regulate Money Stress: Emotional Regulation Skills for Advisors Working with Couples

Paola Hernandez Baron, PhD, Director of Student Support - Indiana University Kelly School of Business

  • Money, Mindset, and Meaning: Rethinking Financial Wellness

Contact Information

If you have questions or concerns, please reach out to:

  • Andrew Scott, Associate Teaching Professor & Director, Trust Point Personal Financial Planning Program
  • Andrew Sherman, Department Associate, Finance Department
  • Amanda Gasper, UWL Financial Literacy Coordinator, It Make$ Cents! Money Management Center