May 2

Richard B.(Dick) Wagner Memorial Scholarship Fund


This is a special announcement that I’ve been waiting to share with you for months.

I am proud to share that the CFP Board and the Financial Planning Association are working together on a new scholarship titled the Richard B.(Dick) Wagner Memorial Scholarship Fund.

The announcement was made last week at #FPARetreat18, at the Wigwam in Arizona.  What a conference!

Watch Dave Yeske and Elissa Buie announce the scholarship with Marilyn Mohrman-Gillis.

I spent the whole time learning about how to be a better professional and how deeply so many people had taken the lessons and conversations they had with dad.  I felt his presence even more this year than last.  It is humbling and inspiring to see the amazing contributions planners have made to the profession and grateful that pops had some hand in inspiring these legacies.

This scholarship is a wonderful opportunity.  I encourage you to consider it for yourself or your clients as a part of a tax strategy, or as an investment in the academic future of the profession.

Thank you,

P.S.Link to the announcement:

Link to the scholarship:


You may also like

Building Strong Relationships

Building Strong Relationships

A Better Late than Never Financial Capability Month Post…

A Better Late than Never Financial Capability Month Post…
{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}

Use this Bottom Section to Promote Your Offer

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim