Posted on Sunday, October 6, 2024 at 3:00 p.m.
TJ Brooks (left), dean of the UWL College of Business, and Bill Bosch, president and CEO of Trust Point (2000), discuss how students can pursue successful careers in financial planning. announced a new partnership to help people prepare.
Gift from Trust Point Foundation opens new doors for students, faculty and staff
A philanthropic partnership between the University of Wisconsin-La Crosse and the Trust Point Foundation supports innovative and impactful learning experiences for students pursuing careers in financial planning.
The Trust Point Foundation has committed $90,000 over three years to establish the Trust Point Personal Financial Planning Fund through the UWL Alumni & Friends Foundation.
The fund will support comprehensive financial education programs for campus and the broader community, including financial literacy workshops, seminars, and online resources. Additionally, we provide experiential learning opportunities for UWL College of Business Administration (CBA) students who aspire to become financial planners, helping them gain the skills and experience they need to excel in their future careers. .
Adam Stivers
In honor of this gift, UWL’s personal financial planning program will become the Trust Point personal financial planning program.
Dean of Finance Adam Stivers said this gift will have a transformative impact on students and faculty.
“First and foremost, we will be able to use this funding to send students to financial planning conferences, symposiums, and networking events, providing future financial planners with a variety of career networking opportunities. “It will be,” Stivers said. “This gift also allows us to send faculty to financial planning conferences and events for networking and career development purposes, which is critical in the world of financial planning where laws and taxes are constantly changing. .”
For La Crosse-based Trust Point, supporting UWL’s financial programs is a way to strengthen the talent pipeline in a burgeoning industry while also giving back to the campus and community.
The Bureau of Labor Statistics predicts that personal financial advisor jobs will grow 13% over the next 10 years, faster than the national average of 3% for all other occupations.
bill bosch
“This program will significantly enhance our students’ education and provide them with the tools and expertise they need to succeed in their careers,” said Bill Bosch, President and CEO of Trust Point. says. “Trust Point’s mission is to help individuals, families, and businesses simplify, secure, and grow their wealth. With the increasing demand for financial planning, this program is designed to help students prepare for the future of wealth management. essential in preparing you to become a leader.”
In addition to the gift, Bosch gave a presentation to the campus community on Oct. 4 as part of CBA’s Benson Management First Friday Lecture Series titled “Become the CEO of Your Career.”
This partnership has special meaning for Bosch, who earned a bachelor’s degree in finance from UWL in 2000. Bosch received the Graff Distinguished Alumni Award in 2023, which recognizes the outstanding achievements of graduates who bring honor and prestige to the university.
“My education at UWL laid the foundation for what I do today,” he says. “I started as an intern at Trust Point while still a student, and this opportunity speaks volumes about the quality of education and lessons I received here. One of my guiding principles is to To be a leader is to become a better person.” It is truly an honor to lead an organization like Trust Point, which is recognized as a trusted partner in our community, and to have the opportunity to give back to a respected community institution like UWL. ”
Bosch shares his insights with UWL business students.
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