sdsu financial planning association
DESCRIPTION
SDSU Financial Planning Association. Tuesday, September 17 th ,2013 3:15 to 4:15 pm, Aztec Mesa 101. Agenda September 3 rd. Upcoming Events Sign up for volunteering at FP Day. (Ends today) Sign up for Oct. 23 rd Education Symposium @ USD Sign up for nationals Investment game - PowerPoint PPT PresentationTRANSCRIPT
SDSU Financial Planning Association
Tuesday, September 17th ,20133:15 to 4:15 pm, Aztec Mesa 101
Agenda September 3rd
•Upcoming Events •Sign up for volunteering at FP Day. (Ends today)•Sign up for Oct. 23rd Education Symposium @ USD•Sign up for nationals•Investment game•Career opportunities-Sep. updated
• Guest speaker: Douglas Buser, MBA, CFP
Upcoming Events!SEPTEMBER•Sep.17th (Today) Guest speaker: Douglas Buser, MBA, CFP•Sep. 24th: Guest speaker: Gordon Tudor, CFP—President
Elect at FPA SD•Sep.28th (Saturday): Financial Check Up Day, 10:00-15:00, Alumni Center.
•
Upcoming Events!
October •Oct. 1st: Bloomberg training •Oct.: Tom Fisher, CFA, CFP--Senior Vice President and
Senior &Investment Strategist, Wells FargoOct. : Oct: Career center advisor-How to write your Resume?•Oct. 23rd:FPA Education Symposium, USD (Sign up)
Upcoming Events!
November • Nov. 5th :John Goodrich, CFP GOODRICH
FINANCIAL GROUP, LLC• Nov: Team bundling classes/activities
December• Dec.11th: FPA Quarterly meeting (Sign Up)
More are coming soon!!!
Financial Check Up Day
Sep. 28th.10:00 to 15:00, SDSU Alumni Center.
Financial Check Up Day will offer FREE one-on-one personalized financial advice and FREE financial workshops! No strings attached!
It is a beneficial event for all San Diego residents.
Bring your family and friends!
Sign Up for VolunteersStudent volunteers will be asked to :1.) help set up for the day2.) help welcome and register guests for the day3.) assist our sponsors/speakers
Each student will have the opportunity to observe a planner counseling a "client" and answering financial questions. The student will be assigned to a planner - and will observe the one-on-one counseling.
Ends today!!! To apply, please contact me and send your name, email, cellphone number to: [email protected]
FPA San Diego Education SymposiumWednesday, October 23, 2013 9:00AM 5:00PMUniversity of San DiegoJoan B. Kroc Institute for Peace & Justice, 5998 Alcala Park, San Diego CA 92110
FPA Student price: $25 (Regular price $110)*Need to be a national FPA member. ( Student member $39/year)
Agenda• America’s Emerging Energy Independence – Impacts nearly all aspects of investment management….How should we capitalize on this opportunity for our clients?
• ObamaCare is Here…California Health Exchanges are forming – This impacts virtually every client…They will be asking questions, come find the answers.
• Social Media Is Here to Stay – Do you need to have visibility now or in the future? Come hear the perspective of a planner who has a big social medial presence.
• Why Smart People Do the Wrong Things with Their Money…The new frontier of behavioral investing can help you understand why.
For more information, see Agenda: http://www.cvent.com/events/symposium-10-23-2013/agenda-fa29255e9fdb41f18d35395bcaddab2c.aspx
Sign up for National FPA
Link for sign up for National FPA: Sign Up Page - http://www.fpanet.org/professionals/Membership/Individual/
Select: Full-time Student | $39 annually
Website: www.marketwatch.com/game/sdsifpa
Game name: SDSUFPA Password: sdsufpa Dates:9/16/2013---12/09/2013 Open to all SDSU students, call you friends!
*There will be surprise gift for top 3 winners!
Investment game
http://fpasdsu.wordpress.com/career-opportunities/september-updated/
New Planner Recruiting Location: National wide. Contact: Caleb Brown,
[email protected] Or go to http://www.newplannerrecruiting.com
Analyst – Champaign IL Analyst -Morristown NJ Associate Financial Planner – Walnut Creek CA Associate Planner – Santa Clara CA Financial Planning Associate – Los Angeles CA
Career Opportunities- Sep. update
Douglas Buser, MBA, CFP
Managing Director at Golden Gate Advisors, Inc.
Registered Investment Advisor with emphasis in Real Estate Investment
Specialties:Hard Asset (Real Estate, Commodities, Metals) Investment and Asset Protection.
Our speaker