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SDSU Financial Planning Association

SDSU Financial Planning Association. Tuesday, March 5 th. Today’s Agenda March 5 th. Upcoming Events Investment Game! Blair Internship Ariston Service Group Internship Ambulance Chase – Volunteer Day Guardian/Wealth Strategy Partners Pres. Upcoming Events:.

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SDSU Financial Planning Association

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  1. SDSU Financial Planning Association Tuesday, March 5th

  2. Today’s AgendaMarch 5th • Upcoming Events • Investment Game! • Blair Internship • Ariston Service Group Internship • Ambulance Chase – Volunteer Day • Guardian/Wealth Strategy Partners Pres.

  3. Upcoming Events: • March 5th: Nash Subotic Presenting • March 12th: Wells Fargo Financial Lab Visit • March 12th: College of Business Career Fair • March 14th: San Diego FPA Networking Mixer • April 20th: Ambulance Chase – RadyChildrens Hospital Charity • April 30th: End of Semester Panel Speaker Event

  4. Investment Game • Game Information: • Website: www.marketwatch.com • Game Name: SDSU Financial Planning Association • Password: sdsufpa • Rules: • $10,000 starting balance • $6.00 commission fees • No options, futures, or margin buying/selling • Only basic buying, selling, & short selling • Who ever gets the greatest return over the next 2 months wins!

  5. Metlife – Blair Internship • Comprehensive Financial Planning Firm • Works through MetLife Insurance • Looking for Intern to begin immediately! • Prefer Sophomore or Junior; but will look at Seniors too • IF INTERESTED: Send resume and introduction to email • Contact Information: • Marci Bair, CFP ®Financial Planner& Financial Services RepresentativeBair Financial Planning an office of MetLife3131 Camino Del Rio North, Suite 1200San Diego, CA 92108 • Email: mbair@metlife.com Phone: (619) 497-2279 • Fax: (619) 281-9253 Web: www.BairFinancial.metlife.com

  6. Ariston Service Group – Internship • Investment Advisory Firm • Fee Only • Looking for intern for this semester or summer. • IF INTERESTED: Send resume and introduction to email • Contact Information: • Peter E. Shenas, CFP CIMA • President & Chief Investment Officer • Ariston Services Group, LLC • 750 'B' Street, Suite 2630 • San Diego, CA  92101 • Tel. 619-241-2326 Fax 619-794-0127 • Email: peter@aristonservicesgroup.com • Website: www.aristonservicesgroup.com

  7. Rady Children’s Hospital Charity Ambulance ChaseVolunteer Charity Event What? 5 Mile Run / 3 Mile Fun Walk around Lake Miramar The event is a celebration of those who help ill children and is a fundraiser for both the Professional Alliance for Children and Rady Children’s Hospital San Diego.    Event Costs $20 and all proceeds go to helping sick children Where? Lake Miramar, Scripps Lake Drive, San Diego, CA When? Saturday April 20th @ 8:00 a.m. To Register: Sign up through http://www.Kidsproalliance.org Questions or Concerns contact Jon Breyer @ beyrer@bfadvisers.com

  8. Today’s PresentorNash SuboticCEO of Wealth Strategy Partners Nash Subotic - Wealth Strategy Partners - President/CEO: 2007 – Present Moved from Oahu this past year to the local San Diego Offices Wealth Strategy Partners, The New York-based Guardian franchise office specializes in trust services, financial products, 401(k)s, company-sponsored benefits and retirement plans.

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