Advisors Help Empower Future Professionals with Financial Literacy Presentation in Topeka

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TOPEKA, KS—July 17, 2023—Clayton Wealth Partners (CWP), a fee-only financial planning and investment management firm, recently helped empower future professional leaders in the Topeka region through an impactful financial literacy presentation.

On June 22, 2023, Wealth Advisors Eric Purcell, Zac Pohlenz, and Colton Walker, all CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, provided invaluable financial literacy education to interns from diverse companies at the Topeka Workforce Center.

Their discussion included topics vitally relevant for their life stage, such as budgeting, investing, understanding credit, planning for home purchases, and student loan management. This day also featured breakout sessions led by the Society for Human Resource Management Topeka Chapter and the Kansas Department of Health & Environment.

The interns are part of the Top City Interns program, which welcomes more than 200 interns each summer, introducing them to the city and local business leaders. Programs include social events, lunch-and-learns, and community connection via volunteering.

Rhett Flood, Executive Director for Forge Young Talent with the Greater Topeka Partnership, praised Clayton Wealth Partners’ involvement in the TopCity Interns program.

“The team at Clayton Wealth Partners provides resources for interns to make the right decisions and put them on the path to financial success from the very beginning of their careers,” he said.

Flood applauded the role the firm and advisors have played over the past seven years, stating: “Clayton Wealth Partners is a prime example of the type of support it takes to make this program successful. Eric, Colton, Zac, and the rest of the team at Clayton Wealth Partners have done a tremendous job, over the years, preparing hundreds of interns for financial success.”

For more information about Top City Interns, visit https://choosetopeka.com/topcity-interns/

About Clayton Wealth Partners

Clayton Wealth Partners is one of the oldest fee-only financial planning and investment management firms in northeast Kansas. With offices in Lawrence and Topeka, it provides fiduciary advice to help individuals and families manage their wealth throughout all stages of life, as well as to institutions such as endowments, foundations, and for-profit organizations. Visit the firm’s website at claytonwealthpartners.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.