Drew has a great October!
Drew Schlotter, CFP®, RLP®, CCFC accepting the Jeanie Izurieta ‘07 Selfless Service Award
In October, Drew kicked off Financial Planning Month with a bang! He started the month by completing the process to become a Registered Life Planner™, and then attended the Texas A&M University Financial Planning Conference, where he became an inaugural committee member of the Financial Planning Program’s Former Student Advisory Board and received the program’s Selfless Service Award.
Drew began his journey in life planning in 2021, when he attended the Kinder Institute for Life Planning’s EVOKE Training and first began using life planning to help clients create a more meaningful vision for their futures. Drew and a cohort of 10 other life planners wrapped up their 8-month mentorship program to become Registered Life Planners™.
Since graduating from Texas A&M University, Drew has made it a point to attend the Financial Planning Program’s annual conference, where he has developed deep ties with other Former Students in the financial planning profession, and mentored students who are the future of our profession. He has guided students through their preparations for various financial planning competitions, mentored them during their capstone classes and been a sounding board for students navigating the transition into the working world. Last Thursday, the Former Student Advisory Board awarded Drew with the 2024 Jeanie Izurieta ’07 Selfless Service Award and invited him to be an inaugural member on the board’s committee.
Texas A&M University Financial Planning Program’s Jeanie Izurieta ‘07 Selfless Service Award
Key Elements of the Award:
Give of Time and Energy for the Betterment of Others: Recipients of the Selfless Service Award wholeheartedly devote their time and energy to benefit others, embodying the Aggie spirit of helping those in need.
Model Core Values to the Next Generation: They serve as role models, guiding and inspiring the next generation of financial planners to uphold core values in their careers.
Foster Growth of the Profession: Through their dedication and commitment, they have significantly contributed to the growth and development of the financial planning profession.
We are proud of Drew and how he can continue to serve our clients.
Disclosures
Legacy Consulting Group is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed.
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