1 / 8

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:.

snow
Download Presentation

SDSU Financial Planning Association

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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.

More Related