Presentation is loading. Please wait.

Presentation is loading. Please wait.

Tuesday, September 17 th,2013 3:15 to 4:15 pm, Aztec Mesa 101.

Similar presentations


Presentation on theme: "Tuesday, September 17 th,2013 3:15 to 4:15 pm, Aztec Mesa 101."— Presentation transcript:

1 Tuesday, September 17 th,2013 3:15 to 4:15 pm, Aztec Mesa 101

2 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 Career opportunities-Sep. updated Guest speaker: Douglas Buser, MBA, CFP

3 SEPTEMBER Sep.17 th (Today) Guest speaker: Douglas Buser, MBA, CFP Sep. 24 th : Guest speaker: Gordon Tudor, CFP—President Elect at FPA SD Sep.28 th (Saturday): Financial Check Up Day, 10:00-15:00, Alumni Center.

4 October Oct. 1 st : Bloomberg training Oct.: Tom Fisher, CFA, CFP--Senior Vice President and Senior &Investment Strategist, Wells Fargo Oct. : Oct: Career center advisor-How to write your Resume? Oct. 23 rd :FPA Education Symposium, USD (Sign up)

5 November Nov. 5 th :John Goodrich, CFP GOODRICH FINANCIAL GROUP, LLC Nov: Team bundling classes/activities December Dec.11 th : FPA Quarterly meeting (Sign Up) More are coming soon!!!

6 Sep. 28 th. 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!

7 Student volunteers will be asked to : 1.) help set up for the day 2.) help welcome and register guests for the day 3.) 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: sdsufpa@gmail.comsdsufpa@gmail.com

8 Wednesday, October 23, 2013 9:00AM 5:00PM University of San Diego Joan 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)

9 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

10 Link for sign up for National FPA: Sign Up Page - http://www.fpanet.org/professionals/Members hip/Individual/http://www.fpanet.org/professionals/Members hip/Individual/ Select: Full-time Student | $39 annually

11  Website: www.marketwatch.com/game/sdsifpa 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!

12  http://fpasdsu.wordpress.com/career- opportunities/september-updated/ http://fpasdsu.wordpress.com/career- opportunities/september-updated/  New Planner Recruiting  Location: National wide.  Contact: Caleb Brown, cbrown@newplannerrecruiting.com Or go to http://www.newplannerrecruiting.comhttp://www.newplannerrecruiting.com  Analyst – Champaign IL Analyst – Champaign IL  Analyst -Morristown NJ Analyst -Morristown NJ  Associate Financial Planner – Walnut Creek CA Associate Financial Planner – Walnut Creek CA  Associate Planner – Santa Clara CA Associate Planner – Santa Clara CA  Financial Planning Associate – Los Angeles CA Financial Planning Associate – Los Angeles CA

13  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.


Download ppt "Tuesday, September 17 th,2013 3:15 to 4:15 pm, Aztec Mesa 101."

Similar presentations


Ads by Google