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Overview of Class Lecture

Weather and Initial Remarks

• Mention of cold weather outside at the beginning of the lecture.

• Transition into class reminders and agenda.

Class Agenda

• Finish Chapter 15 discussing economics and legal environments in financial planning.

• Possible introduction to "Time Value of Money" depending on time constraints.

• Reminder that the first exam is on February 25 covering chapters 1, 7, 15, and 16.

Important Announcements

• Quiz scheduled on Chapter 15 at the beginning of class on Wednesday.

• Project on Time Value of Money and financial statement due by end of the day on Monday, February 23.

Financial Planning Banquet

• Announced the annual financial planning banquet, scheduled for April 9 at 5:30 PM.

• New venue: Ballroom on the 3rd Floor of the Student Union Building (previously Byrd Gallery).

• Positive feedback from previous events, including speed networking that successfully connected students to job opportunities.

• Encouraged registration for banquet; details available in the FPA eLearn page.

FPA eLearn Page

• Key resources and announcements for the Financial Planning Association Student Chapter.

• Internships, trips, and other announcements will be communicated through this platform.

• Trips are funded by professionals; students only pay for incidentals.

• Emphasized the importance of networking with professionals in the field.