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SDSU Financial Planning Association

SDSU Financial Planning Association. Tuesday, January 29th. Today’s Agenda January 29th. February Speakers & Events Schedule Communication Check up Potential Time Change Updated Website Items in the Works Upcoming Events Board Member Elections. February Speakers & Events:.

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SDSU Financial Planning Association

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  1. SDSU Financial Planning Association Tuesday, January 29th

  2. Today’s AgendaJanuary 29th • February Speakers & Events Schedule • Communication Check up • Potential Time Change • Updated Website • Items in the Works • Upcoming Events • Board Member Elections

  3. February Speakers & Events: • February 5th: Strategic Wealth Man. Senior Advisor Presenting • February 6th: 1st Quarterly FPA Meeting of the Year (USD) • February 12th: Career Services Resume/Interviewing Workshop? • February 19th: Tom Warschauer Presenting • February 20th: New Planner Recruiting Interviewing on Campus • February 26th: Regular Meeting • March 5th: CEO of Strategic Wealth Man. Presenting

  4. Potential Time Change! Current Time: 3:30 – 4:30 New Time: 3:00 – 4:00 Vote to move from 3:30 – 4:30 to new time of 3:00 – 4:00

  5. Communication Check-up • Does email work alright for everyone as the main method of communication? • Has everyone been receiving my emails? • Will be posting internships/job opps. online going forward

  6. Fresh Website • Newly updated website! • Career/internship opportunities online • Board members & resumes will be online after this weekend • Register for nationals and send me your resume for on line viewing by employers • http://fpasdsu.wordpress.com/

  7. In the Works… Mentorship Program Wells Fargo Financial Lab Visit • Have list of mentees • Collected ¾ of applicable mentors • Should be ready for pairing by next meeting? • Spoke with overseeing Professor • Waiting until we can get professional demonstration • Most likely to happen early – mid March

  8. Strategic Wealth Management Career Orientation • What: Meet President & CEO, learn about company, network and apply for internship and/or job? • When: January 31st (Thursday) at 5:30 – 7:30 • Where:3111 Camino Del Rio North, Suite 1150 • Why? • Appetizers and refreshments • Networking • Experience • Job/Internship offerings • If you plan on attending please email/call Kimberly Bridges at: • Phone: 619.684.8621 Email: kimberly_bridges@thewsp.com

  9. 1st Quarterly FPA Meeting • Wednesday, February 6, 201312:30 – 4:15pmUniversity of San Diego - Joan B. Kroc Institute for Peace & Justice5998 Alcalá ParkSan Diego CA 92110 • If you want to sign up with Nationals, please visit: • http://www.fpanet.org/professionals/Membership/Individual/ • To register for Quarterly meeting, please visit: • http://www.fpasandiego.org/register.htm • Sign up as student • Send me email with your national ID number

  10. New Planner Recruiting on Campus • What: Informational presentations and interviewing • When:February 20th(Wednesday) on Campus all day • Where: SDSU Campus (Various Areas) • Why? • Resume building / interviewing skills • Coaching tips for being successful in the industry • Discussion of potential career tracks • Possible interview for internship and/or job • If interesting in interviewing or meeting contact Caleb Brown at: • Email: cbrown@newplannerrecruiting.com • Notes: • Trying to reserve room for him to present specifically to FPA • He needs someone to help show him around campus. • Any volunteers?...

  11. Board Member Elections • Remember…. • 30 second to 1 minute speech • Introduce yourself, • Why you would be good at position • What you plan to do with position • Etc…. • During Speech… • Please be quite & respectful of presenter • After Speech…. • Head down vote

  12. Board Member Positions & Responsibilities • Director of Membership (Secretary )– • Updates member roster & email list • Helps new members register with National FPA • Update website w/ new members, activities, and resumes

  13. Board Member Positions & Responsibilities • Director of Marketing – • Establish a marketing plan for Spring 2013 • Create & distribute all promotional material • Keeps our Social Media Sites and Website updated

  14. Board Member Positions & Responsibilities • Director of Programs (Event Director) – • Plan and coordinate big semester event • Contact perspective speakers or organizations • Plan event layout & process • Facilitate all purchase/renting of any equipment, food, or decorations • Work with Director of Marketing to promote Event around Campus

  15. Board Member Positions & Responsibilities • Director of Finance (Treasurer) – • Budgets for all semester activities and events • Works closely with various board members to budget activities • Event Budget • Marketing Budget (if needed) • Make sure members get reimbursed for any FPA related expenses • Track/Hold all FPA related receipts

  16. Board Member Positions & Responsibilities • President Elect – • Will take over in Fall 2013 • Utility player • Shadow President through various tasks • Deliver professional speaker parking passes • Escort professional speakers to meetings

  17. Before You Go! • Board Members stick around will need some info • Remember to RSVP Kimberly Bridges if attending Career Orientation • TD Ameritrade attendees come talk to me after. • Remember to Send Caleb Brown your resume for an interview!

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