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4/18/2006
Contact: K.E. Schwab -- 724-738-2199;
e-mail: karl.schwab@sru.edu
SRU AGAIN SENDING 3-MEMBER TEAM TO AMERIPRISE
PLANNING INVITATIONAL
SLIPPERY ROCK, Pa.
– The Slippery Rock University financial planning team
-- including Jeramy Genaway and Eric Lewis, both of Prospect, and
Stephen Sullivan of Slippery Rock – has qualified
to compete in the national finals of the Ameriprise Planning
Invitational.
The
competition, formerly known as American Express Planning
Invitational, will be held Wednesday through Saturday [April 19-22]
at the Ameriprise corporate headquarters in Minneapolis. SRU
qualified to send teams to the 2002 and 2004
competitions.
Seven other
schools, including Fort Hays State, Kansas State, Minnesota
State-Mankato, Texas Tech, the University of Hawaii, Virginia Tech,
and Wright State, will compete.
To qualify,
students constructed a written, comprehensive personal financial
plan for a fictitious couple. The first phase was open to all
schools offering an undergraduate financial planning program, and
an estimated 30 schools entered a written plan, with the top eight
selected to compete in Minneapolis.
The national
finals include two components: The Case Presentation and the How Do
You Know? Challenge. Once in Minneapolis, teams will receive
modifications to the original client profile and each team will
revise their original plan, then present their recommendations to
the judges.
Historically
the judge panel is comprised of members of the Certified Financial
Planner Board of Standards and the Financial Planning
Association, as well as active financial advisers and leaders from
Ameriprise. The "How Do You Know? Challenge" is a game
show-like contest in which teams answer financial planning
questions.
Dr. John
Misner, professor in SRU’s School of Business, is the
team’s adviser.
PN, WPN, PR, S
AmeriPriseNR.kes.doc
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