Financial Planning & Investment Strategies for Today’s Retirees
Spring 2025 Guided Experience
Applications are due by 5:00PM on Friday, January 31st , and short interviews will be conducted on February 6-7th . Final decisions will be emailed by Monday, February 10th.
Looking for an exciting way to complete an Honors College Experience outside of a course? Interested in learning what it takes to be a Wealth Advisor?
A team of no more than 10 students will work directly with Jake Falcon, CRPC™, CEO Falcon Wealth Advisors, to build and deliver a comprehensive financial plan. Students will spend at least 75 hours on hands-on activities, such as:
- Explore the common concerns of pre-retirees
- Understand the emotional aspects that are involved with retirement
- Interview individuals approaching retirement to discover pain points
- Learn the common rules associated with retirement accounts and government benefits
- Look at asset allocation at a high level to understand how proper portfolio construction is managed
- And much more!
Does that sound like fun? Then you should apply! Participation is open to Honors College students in good standing who meet the following criteria:
- Are not taking more than 15 credit hours in the Spring 2025 semester;
- If taking 15 SCH, are not taking 0 SCH Honors 101;
- Can commit to 75 hours outside of class to this project. This is critical. You will be working with community partners through an agreement with the Honors College; you will represent UTSA. The Guided Experience is as serious as a course.
- Have a demonstrated interest Wealth Management and Finance
- Are effective and efficient team players;
- Have excellent time management skills;
- Are able to adapt to rapidly changing conditions;
- Can meet weekly for 50 min virtual meetings.
Apply
Fill out the Financial Planning and Investment Strategies for Today’s Retirees application.
More Information
General questions about this Guided Experience?
