INFORMATION FOR
William Paterson University students Rebecca Renna of Hamburg and Robert Wolfe of West Milford were two of 56 financial planning students from 28 colleges and universities who attended TD Ameritrade Institutional’s annual investment advisor conference, National LINC (Learn, Inspire, Network, Collaborate) 2018, held from January 31 through February 3, 2018 in Orlando, FL, along with more than 3,000 financial services industry professionals and experts from across the nation.
At this year’s conference, students attended feature sessions by Ian Bremmer, president, Eurasia Group; Viola Davis, award-winning actress of film, television and theater; Marc Goodman, New York Times best-selling author of Future Crimes; April Rinne, advisor, Pathfinder, and member of the World Economic Forum; and Jeremy Siegel, the “Wizard of Wharton” Wharton School finance professor. They also heard about the convergence of financial services and technology from a keynote panel on innovation that included Adena Friedman, president and CEO, Nasdaq; Tim Hockey, president and CEO, TD Ameritrade; Ric Edelman, executive chairman, Edelman Financial Services; and Lex Sokolin, director of Fintech Strategy, Autonomous.
The students also participated in smaller breakout sessions and panel discussions on investing and evolving as a financial advisor, and attended networking events with advisors and leaders, including Tom Nally, president of TD Ameritrade Institutional, and Kate Healy, TD Ameritrade’s managing director, Generation Next.
Since its inception in 2009, William Paterson’s financial planning program continues to generate buzz in the industry with students attending conferences and garnering top awards in national competitions. William Paterson has been ranked as one of the nation’s top schools for future financial planners by Financial Planning Magazine.
