Calendar

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6 NFP Professional Development Workshops NFP Professional Development Workshops All day November 6, 2023 https://genheration.com/event/nfpworkshops/ Description NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP enables client success through specialized expertise, innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions across the globe. Every Monday in November, NFP leaders will share their expert and actionable insights during 15-minute virtual sessions, so you can develop your professional presence and achieve your goals. Participants will receive a link via email to join the discussion the morning of the scheduled event. Registration is open until 3 PM EST/12 PM PST the day of the session. Schedule Monday, November 6 from 4-4:15 PM EST/1-1:15 PM PST: Wellness Monday, November 13 from 4-4:15 PM EST/1-1:15 PM PST: Mentorship vs. Sponsorship Monday, November 20 from 4-4:15 PM EST/1-1:15 PM PST: Interview Tips Monday, November 27 from 4-4:15 PM EST/1-1:15 PM PST: Goal Setting Register	7	8	9	10	11	12
13	14 Women at Zynga Panel Women at Zynga Panel All day November 14, 2023 https://genheration.com/event/wazpanel2023/ Description Women at Zynga (WAZ) is an employee-led community empowering women in gaming by creating more opportunities for them to succeed and grow as leaders in the industry. We will be hosting a virtual panel where WAZ leaders will discuss the skills needed to succeed in STEAM. Participants will receive a link via email to join the discussion the morning of the scheduled event. Registration is open until 6 PM EST/3 PM PST the day of the session. Date: Tuesday, November 14, 2023 Time: 7-7:45 PM EST/4-4:45 PM PST Register	15 GenHERation® Lessons in Leadership Panel GenHERation® Lessons in Leadership Panel All day November 15, 2023 https://genheration.com/event/lessonsinleadership-november2023/ Description Join us for a virtual panel to learn from female professionals at Google, Capital One, and EY! This session will highlight how these leaders have navigated their career paths across different industries and their advice to help you prepare for your personal and professional pursuits. Participants will receive a link via email to join the discussion the morning of the scheduled event. Registration is open until 3 PM EST/12 PM PST the day of the session. Date: Wednesday, November 15, 2023 Time: 4-5 PM EST/1-2 PM PST Register	16 Designing Your Digital Presence with EY Designing Your Digital Presence with EY All day November 16, 2023 https://genheration.com/event/eypanelnovember/ EY is a global professional services firm dedicated to building a better working world. With more than 280,000 team members, EY develops outstanding leaders that use their knowledge, skills, and experience to create positive change. Through their four integrated service lines, Assurance, Advisory, Tax, and Transaction Advisory Services, they help their clients capitalize on new opportunities to develop responsible growth. Date: Thursday, November 16, 2023 Time: 4-4:30 PM EST/1-1:30 PM PST Topic: Designing Your Digital Presence—Join us for a virtual panel to learn how you can leverage social media to achieve your career goals. Register	17	18	19
20	21	22	23	24	25	26 Wealthspire Internship Program Summer 2024 Wealthspire Internship Program Summer 2024 All day November 26, 2023 https://genheration.com/event/wealthspire2024internship/ About Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. Wealthspire has more than 250 employees serving clients from 20 offices in 11 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit wealthspire.com. Internship Description Wealthspire’s 8 to 9 weeks Summer Intern Program is designed to provide students with a challenging, meaningful, and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern Orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. Following Wealthspire’s two-week training, interns are given day-to-day responsibilities and summer long projects to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, and philanthropic and networking opportunities. Wealthspire is highly committed to the Summer Intern Program and considers it the primary pipeline for the firm’s Associate Program. During this internship, you will: Assist with the development of client financial plans Participate in portfolio construction projects and client portfolio reviews Assist with the reconciliation and review of financial data Conduct investment research for clients or firm‐wide initiatives Assist in the review and allocation of 529 college savings plans Research client issues as directed and present data Locations San Rafael, California Seattle, Washington Reston, Virginia Potomac, Maryland New York, New York West Harford, Connecticut Wisconsin: Madison, Milwaukee, Delafield Qualifications Pursuing Bachelor’s Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP with a graduation date before June 2025 Interest in financial planning and wealth management Continuously exhibits personal integrity and professional initiative Capacity to think critically and devise creative solutions Organized and detail-oriented Excellent written and verbal communication skills Collaborative and able to work effectively with others Benefits Practical experience with broad applications Shadowing, mentoring, and training opportunities with seasoned professionals Opportunity for full time employment after graduation Competitive hourly rate throughout the internship NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer. Please submit your resume below by Sunday, November 26, 2023 at 11:59 PM EST to receive the next steps in the application process. Applications will be reviewed on a rolling basis. Apply
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NFP Professional Development Workshops

NFP Professional Development Workshops
All day
November 6, 2023
https://genheration.com/event/nfpworkshops/
Description
NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP enables client success through specialized expertise, innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions across the globe. Every Monday in November, NFP leaders will share their expert and actionable insights during 15-minute virtual sessions, so you can develop your professional presence and achieve your goals. Participants will receive a link via email to join the discussion the morning of the scheduled event. Registration is open until 3 PM EST/12 PM PST the day of the session.
Schedule
Monday, November 6 from 4-4:15 PM EST/1-1:15 PM PST: Wellness
Monday, November 13 from 4-4:15 PM EST/1-1:15 PM PST: Mentorship vs. Sponsorship
Monday, November 20 from 4-4:15 PM EST/1-1:15 PM PST: Interview Tips
Monday, November 27 from 4-4:15 PM EST/1-1:15 PM PST: Goal Setting
Register

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Women at Zynga Panel

Women at Zynga Panel
All day
November 14, 2023
https://genheration.com/event/wazpanel2023/
Description
Women at Zynga (WAZ) is an employee-led community empowering women in gaming by creating more opportunities for them to succeed and grow as leaders in the industry. We will be hosting a virtual panel where WAZ leaders will discuss the skills needed to succeed in STEAM. Participants will receive a link via email to join the discussion the morning of the scheduled event. Registration is open until 6 PM EST/3 PM PST the day of the session.
Date: Tuesday, November 14, 2023
Time: 7-7:45 PM EST/4-4:45 PM PST
Register

15

GenHERation® Lessons in Leadership Panel

GenHERation® Lessons in Leadership Panel
All day
November 15, 2023
https://genheration.com/event/lessonsinleadership-november2023/
Description
Join us for a virtual panel to learn from female professionals at Google, Capital One, and EY! This session will highlight how these leaders have navigated their career paths across different industries and their advice to help you prepare for your personal and professional pursuits. Participants will receive a link via email to join the discussion the morning of the scheduled event. Registration is open until 3 PM EST/12 PM PST the day of the session.
Date: Wednesday, November 15, 2023
Time: 4-5 PM EST/1-2 PM PST
Register

16

Designing Your Digital Presence with EY

Designing Your Digital Presence with EY
All day
November 16, 2023
https://genheration.com/event/eypanelnovember/
EY is a global professional services firm dedicated to building a better working world. With more than 280,000 team members, EY develops outstanding leaders that use their knowledge, skills, and experience to create positive change. Through their four integrated service lines, Assurance, Advisory, Tax, and Transaction Advisory Services, they help their clients capitalize on new opportunities to develop responsible growth.
Date: Thursday, November 16, 2023
Time: 4-4:30 PM EST/1-1:30 PM PST
Topic: Designing Your Digital Presence—Join us for a virtual panel to learn how you can leverage social media to achieve your career goals.
Register

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Wealthspire Internship Program Summer 2024
Wealthspire Internship Program Summer 2024
All day
November 26, 2023
https://genheration.com/event/wealthspire2024internship/
About
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. Wealthspire has more than 250 employees serving clients from 20 offices in 11 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit wealthspire.com.
Internship Description
Wealthspire’s 8 to 9 weeks Summer Intern Program is designed to provide students with a challenging, meaningful, and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern Orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. Following Wealthspire’s two-week training, interns are given day-to-day responsibilities and summer long projects to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, and philanthropic and networking opportunities. Wealthspire is highly committed to the Summer Intern Program and considers it the primary pipeline for the firm’s Associate Program. During this internship, you will:
Assist with the development of client financial plans
Participate in portfolio construction projects and client portfolio reviews
Assist with the reconciliation and review of financial data
Conduct investment research for clients or firm‐wide initiatives
Assist in the review and allocation of 529 college savings plans
Research client issues as directed and present data
Locations
San Rafael, California
Seattle, Washington
Reston, Virginia
Potomac, Maryland
New York, New York
West Harford, Connecticut
Wisconsin: Madison, Milwaukee, Delafield
Qualifications
Pursuing Bachelor’s Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP with a graduation date before June 2025
Interest in financial planning and wealth management
Continuously exhibits personal integrity and professional initiative
Capacity to think critically and devise creative solutions
Organized and detail-oriented
Excellent written and verbal communication skills
Collaborative and able to work effectively with others
Benefits
Practical experience with broad applications
Shadowing, mentoring, and training opportunities with seasoned professionals
Opportunity for full time employment after graduation
Competitive hourly rate throughout the internship
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Please submit your resume below by Sunday, November 26, 2023 at 11:59 PM EST to receive the next steps in the application process. Applications will be reviewed on a rolling basis.
Apply

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December

NFP Professional Development Workshops

Women at Zynga Panel

GenHERation® Lessons in Leadership Panel

Designing Your Digital Presence with EY

Wealthspire Internship Program Summer 2024

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