2024-02-17T22:00:16Z 2023-12-31 990EZ 2023-01-01 853836015 FINSERV FOUNDATION FINS 0000000000 14600 BRANCH STREET SUITE 113 OMAHA NE 68154 Jamie Hopkins President 4438316349 2024-02-17 Jamie Hopkins XXX-XX-XXXX true 2023 2023-04-26 12:10:37Z X X X 157674 157674 0 0 0 0 0 0 0 0 0 0 0 0 0 0 157674 143849 0 2570 0 1438 0 0 147857 9817 165987 0 175804 165987 175804 0 0 0 0 165987 175804 0 0 165987 175804 Education FinServ Foundation will run a college and university coaching and mentorship program to help foster a sense of community for college students and recent graduates from financial planning programs We strive to help students be better prepared to enter and stay in the field of financial planning Provide coaching and financial literacy training services to college students at over 35 universities About 200 college and university students have worked with FinServ in 2023 10000 Exposure to industry events FinServ covered the costs of taking 180 students to 6 different financial planning events including the National Financial Planning Association conference Excell CAAFP fearless investor and represent 120000 Connected dozens of students to mentorship opportunities and paid summer internship opportunities All 200 students in FinServ Foundation were communicated and given webinars training and support to help land internships and mentorships inside of the financial services profession 17857 147857 Lily A Montes-Martinez Intern 20.00 2570 0 0 false false false false false false 0 0 0 0 0 false 0 0 false NE Jamie Hopkins 665 Mill Road Villanova PA 19085 4438316349 false false false false false false false false false false false NONE NONE true X 135150 134673 157674 427497 135150 134673 157674 427497 427497 427497 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Schedule O: We covered travel, hotel, flights, and lodging for all students traveling to conferences covered by FinServ. These payments were not made directly to the students but on their behalf.