Money Smart Week: Helping Educate Youth in Our Communities

For the third year in a row, we teamed up with our affiliate, Wipfli LLP, to participate in Money Smart Week® and promote financial literacy in our communities. Money Smart Week is a national public awareness campaign devoted to helping consumers better manage their personal finances through public seminars covering a wide variety of topics.

Focusing on financial education, cybersecurity and careers in finance, specialists from both firms hosted three engaging and educational sessions for students across Chicago. Take a look at our recap of the sessions below.

Money Smart Week 2018

Becoming a CPA and CFP® Professional

Presented by:

Thomas Guzi, CPA, Senior Manager at Wipfli LLP

Marshall Lund, CFP®, Financial Advisor at Wipfli Hewins

What’s the value of a certified public accountant or the CERTIFIED FINANCIAL PLANNER™ designation? Thom and Marshall spoke to college students and aspiring professionals about these two career paths, including the day-to-day of the jobs, their educational requirements and the benefits of getting into each industry.

With a service-focused mission to support the next generation of CPAs and financial advisors, Thom and Marshall also shared tips on what to look for in an internship or full-time position and how to both network and interview well.


View the Presentation

Explore Open Positions at Wipfli

Explore Open Positions at Wipfli Hewins

Loyola CFP and CPA Event

Protecting Your Online Identity

Presented by:

Matt Janoski, CISSP, CISA, Manager and IT Examiner at Wipfli

With the internet such a huge presence in our everyday lives, it’s become essential to educate preteens and teens about online safety and security issues. As part of Money Smart Week, Wipfli partnered with the Chicago Public School system to present a cybersecurity workshop to seventh and eighth graders. Matt covered what types of information exist online, what hackers are after, why students should care and how they can protect themselves. The presentation was engaging and interactive, with students asked to help identify scam emails using common warning signs, such as bad grammar and spelling mistakes.

Matt also provided valuable insight into his career as an IT examiner and how students could get into an important field they may not have realized even exists!


View the Presentation

Explore Open Cybersecurity Positions at Wipfli

Smart Teens, Smart Money

Presented by:

Gretchen Halpin, Chief Strategy Officer at Wipfli Hewins

Rafia Hasan, CFA®, CFP®, Co-Chief Investment Officer at Wipfli Hewins

Learning how to make informed financial decisions takes time and experience, which is why it’s important to educate kids early so they have the foundation necessary to act smart and feel confident with money. We also believe it’s our duty as professionals to make financial education accessible in our communities, so we visited the Walt Disney Magnet School in Chicago to teach over 100 students about saving, investing, budgeting and goal-setting.

In a fun activity, Gretchen and Rafia had students allocate their investments between three mock companies — with some surprise results that helped the kids better understand investing and the concept of diversification.


More on OneBite: Check out our tips for helping your kids — whether they’re teenagers or younger children — build a strong financial foundation. Read Part One and Part Two of “Smart Kids, Smart Money.”

There’s also much more to see from our Money Smart Week presentations — including photos! Check out our Facebook page to see more.

Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services, fees and conflicts of interest is set forth in Wipfli Financial’s current Form ADV Part 2A brochure and Form CRS, copies of which are available from Wipfli Financial upon request at no cost or at Wipfli Financial does not provide tax, accounting or legal services. The views expressed by the author are the author’s alone and do not necessarily represent the views of Wipfli Financial or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Wipfli Financial, and Wipfli Financial does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Wipfli Financial of the third party or any of its content or use of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, attorney or other professional.
OneBite Editorial Staff

OneBite® is a Top 50 Financial Advisor Blog powered by Wipfli Financial Advisors. Founded in 2011, the digital magazine is dedicated to providing intelligent, in-depth coverage and analysis of the top financial and economic issues facing investors today.

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Money Smart Week: Helping Educate Youth in Our Communities

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