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:

Jake Wagner, CDMP

About the Author

Jake Wagner, CDMP

Jake is trained as a Certified Digital Marketing Professional. He is called to connect true financial planning professionals with their clients and prospects through effective digital marketing. He understands the needs and concerns of the financial planning profession and the wide range of regulatory compliance needs and concerns.

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