Please make plans to join us on April 5, 2019 for the first Advising and Mentoring Minority Students for Success in careers in Financial Planning Program. This Program is a half-day Symposium where students, faculty, career influencers and leaders in the financial planning industry will come together to exchange ideas, network and discuss ways to promote overall diversity in the financial planning field.


8:00 a.m. to 1:00 p.m.

April 5, 2019


Stuckey Auditorium, UGA Griffin campus



  • Prospective students
  • Current students
  • Alumni
  • Financial advisors
  • Career influencers


  • Mark DiGiovanni

    Mark DiGiovanni

  • Phuong Luong

    Phuong Luong

  • Malik S. Lee

    Malik S. Lee


8.00 a.m. - 8.30 a.m. Registration – Breakfast
8.30 a.m. - 8.40 a.m. Welcome & Recognition
8.40 a.m. - 9.00 a.m.

The Need for Diversity in Financial Planning, Careers in Financial Planning

9.00 a.m. - 9.45 a.m. Panel - A Profession in Need of Diversity and Careers in Financial Planning
9.45 a.m. - 10.00 a.m. Break
10.00 a.m. - 10.30 a.m. Diversity and Innovation in Financial Planning
10.45 a.m. - 11.30 a.m. Keynote Speaker
11.30 a.m. - 12.45 p.m. Lunch and Roundtable Discussions: Meet the Real Financial Planning Professionals
12.45 a.m. - 1.00 p.m. Call to Action

For Industry

This Symposium is designed to provide your company representatives with an intimate opportunity to get to know and mentor a selected body of students interested in careers in financial planning from diverse backgrounds. You will also have the opportunity to meet and interact with career influencers that work with students on a daily basis. With your support, we can make this event a success and continue to advance the overall diversity initiative in the profession in the future.

We will offer exclusive visibility to our donors/ supporters on our event website and event materials.

Please use the following link to support this effort. Please add in the Special Instructions/Comments section in your donation: Diversity AMMS initiative

Support the UGA Advising and Mentoring Minority Students for Success Program

If you wish to mail a check, please use the following address:

University of Georgia
Attn: Tricia White
For Diversity AMMS Initiative
305 Sanford Drive | 224 Dawson Hall
Athens, GA 30602

Checks made payable to UGA Foundation




Supported by the Office of Institutional Diversity

New Approaches for Promoting Diversity and Inclusion