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SDSU Financial Planning Association

Join the SDSU Financial Planning Association for exciting events this fall, featuring guest speakers like Douglas Buser, MBA, CFP, and Gordon Tudor, CFP. Key activities include the Financial Check-Up Day on September 28, offering free personalized financial advice and workshops. Don't miss the FPA Education Symposium on October 23 at USD, featuring important topics such as America's energy independence and healthcare impacts. Additionally, sign up to volunteer at events and explore career opportunities in financial planning.

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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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