Financial Planning and Wealth Management Day

Oct 21-22, 2026

Full Schedule

Tue - 6 p.m.

Alumni/Student Mixer

Wed - 9 a.m.

Firm Interviews

Wed - noon

Award Luncheon

Wed - 2 p.m.

Networking Reception

A Day of Growth, Opportunity, and Connection

Join us for Financial Planning and Wealth Management Day 2026 — a full-day event dedicated to celebrating and exploring the exciting world of financial planning! Whether you're a major, minor, or simply interested in learning more about the field, this event is packed with value for every level of experience and interest.

Discover potential career paths, gain insights from successful professionals, and connect with companies looking to hire the next generation of financial planners.

Whether you're here to build your network, land an interview, or simply have fun and learn something new, Financial Planning and Wealth Management Day is your one-stop shop for inspiration and opportunity.

What to Expect

Guest Speakers from Industry
Networking Opportunities with Industry Professionals
On-Site Interview Opportunities
Awards Luncheon to Celebrate Our Community
Great Food, Fun, and More!

Why You Should Attend

This is more than just a day of events — it’s a gateway to your future in financial planning.
You’ll get the chance to connect with firms hiring for internships and full-time roles, network with like-minded students, and gain valuable insights from experienced professionals.

Even if you're just curious about the industry, this is the perfect opportunity to learn more and see if financial planning is the right fit for you.

So come out, bring your questions, your resumes, and your appetite for growth — and let’s make this Financial Planning and Wealth Management Day the best one yet!

STUDENT REGISTRATION* Firms and Alumni Registration
*Students must use UNT info when registering.

Tentative Schedule Highlights

Tuesday, October 20th

Truck Yard, The Colony
5959 Grove Ln, The Colony, TX 75056

6:30pm - 9pm: Alumni/Student mixer

Wednesday, October 21st

Business Leadership Building

9 am - Noon: Firm Interviews - Hosted by the Wilson Jones Career Center

University Union Jade Ballroom Room 333

12 pm - 2 pm: Award Luncheon with CE Session and Guest Speaker
2pm - 3pm: Dessert Networking Reception
3pm: Beat Traffic Home!

Guest Speaker - Erika Wasserman

Erika Wasserman, Your Financial Therapist, is one of only 150 Certified Financial Therapists in the U.S., and she's on a mission to show the next generation of financial professionals the side of the industry business school doesn't teach enough: the human side of money.

Erika combines real-life wisdom, a dash of humor, and a deep understanding of how emotions and behavior—not just math—drive every financial decision a client makes. As AI takes over more of the day-to-day task work in this field, the professionals who actually thrive will be the ones who know how to have the conversation a spreadsheet can't. She's the creator of the Let's Talk Finances conversation cards and author of Conversations with Your Financial Therapist (Wiley, Fall 2025).