Outside-Related

Activities Directly Related to Financial Planning

Date

Event

March 30, 2014

H&SS Career and
Leadership Seminar

January 26,2016

SFPA Meeting

February 3, 2016

Resume Writing
Seminar

Description

Networking
Information

Olinde Career Center

225-578-2162

How it relates to the

CFP


Accomplished H&SS
I was taught how to
Alumni shared stories
live my brand and
and tips to their
clean up my social
success
network for future

employers.



Mr. Don Minor of
Don Minor
Mr. Minor explained
Merrill Lynch

how to ace an
presented the correct Donald_Minor@ML.com interview; presented
way to interview with
the tools we needed to
potential employees
bring to the interview

and how to get
referrals from current
employees.



Dr. Shirley White
Shirley White
I learned the ways to
presented the correct www.successimage.com best format a resume
way to format your
225-769-2307
for tangibility and
resume and LinkedIn

technology to meet the
profile
wants of the employer.


February 18,2016

March 12, 2016

March 17, 2016

March 29,2016

SFMC Tour

Mrs. Hester explained
the tools offered within
the Student Financial
Management Center.





Finance: Accountants
Mr. Francis spoke to
Perspective
me about the financial
industry from the
perspective of an
accountant.



Insurance/Liability
Dr. Boyd explained the
Lecture
importance of
automobile insurance
coverage.



Shell Etiquette Dinner Mrs. Marthanne Calvi,
etiquette expert,
showed the proper
way to eat a four-
course meal.

Emily Hester

ehester@lsu.edu

Learned about the
campus financial
center which caters to
the needs of students.

Learned about the job
of an accountant for a
number of high
earning clients and
how he fits into the
financial world.

Dr. James Boyd

jcboyd@lsu.edu

I was taught the
importance of auto
insurance and how to
select which best fits
my lifestyle.

Improved my etiquette
for professional and
social dinner meetings.


April 5, 2016

SFPA Meeting

Mr. Schega CFP spoke
about his job at MetLife
and the golden rules of
sales.

Rich Schega

rschega@metlife.com

I learned about the
importance of
networking, sales, and
the power of enough.