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SDSU Financial Planning Association

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

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SDSU Financial Planning Association

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  1. SDSU Financial Planning Association Tuesday, September 17th ,2013 3:15 to 4:15 pm, Aztec Mesa 101

  2. Agenda September 3rd • Upcoming Events • Sign up for volunteering at FP Day. (Ends today) • Sign up for Oct. 23rdEducation Symposium @ USD • Sign up for nationals • Investment game • Career opportunities-Sep. updated • Guest speaker: Douglas Buser, MBA, CFP

  3. 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.

  4. Upcoming Events! • October • Oct. 1st: 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. 23rd:FPA Education Symposium, USD (Sign up)

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

  6. 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!

  7. Sign Up for Volunteers 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.com

  8. FPA San Diego Education Symposium 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. 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

  10. 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

  11. Investment game • 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!

  12. Career Opportunities- Sep. update • 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.com • Analyst – Champaign IL • Analyst -Morristown NJ • Associate Financial Planner – Walnut Creek CA • Associate Planner – Santa Clara CA • Financial Planning Associate – Los Angeles CA

  13. Our speaker • 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.

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