AGENCY: AMERICAN EXPRESS FINANCIAL ADVISORS

433 S. Main Street, Suite 325

West Hartford, CT 06110

INTERNSHIP CONTACT: John Kelly, CFP, 313-8075; john.2.kelly@aexp.com

AGENCY FUNCTION: Financial Planner

INTERN ACTIVITIES: Analysis of clients' net worth by detailing assets and liabilities. Review investment choices and project future value using computer models. Update client database with investment values, client goals, etc. Interns also complete an individual project based on own interests. Past projects have included choosing a mutual fund, tax reduction methods, retirement planning, estate or education planning, and life insurance planning.

INTERNSHIP AVAILABLE: FALL: Yes; SPRING: Yes; SUMMER: Yes.