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.
Contact
Dr. Meredith Stensland, PhD, LMSW
Assistant Professor of Psychiatry and Behavioral Sciences
UT Health San Antonio
Apply
Fill out the Financial Planning and Investment Strategies for Today’s Retirees application.
More Information
General questions about this Guided Experience?
