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SDSU Financial Planning Association Tuesday, March 26 th

SDSU Financial Planning Association

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SDSU Financial Planning Association. Tuesday, March 26 th. Today’s Agenda March 26 th. Upcoming Events Investment Game Update On Campus Events End of Year Event Info NAGDCA Scholarship Internships Speaker from NW Mutual. Upcoming Events:. - PowerPoint PPT Presentation

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Page 1: SDSU Financial Planning Association

SDSU Financial Planning Association

Tuesday, March 26th

Page 2: SDSU Financial Planning Association

Today’s Agenda March 26th

• Upcoming Events• Investment Game Update• On Campus Events• End of Year Event Info• NAGDCA Scholarship• Internships• Speaker from NW Mutual

Page 3: SDSU Financial Planning Association

Upcoming Events:• Today: Activity Updates & NW Mutual Presenting• April 2nd: No Meeting (Spring Break!)• April 9th: Board Meeting• April 16th: CFP from Blue Summit Wealth Management Presenting• April 20th: Ambulance Chase – Rady’s Children's Hospital Charity• April 23rd: Blankenship & Foster LLC Presenting• April 30th: End of Semester Panel Speaker Event • May 7th: Final Meeting

Page 4: SDSU Financial Planning Association

Investment Game Current Standings…

http://www.marketwatch.com/game/sdsu-financial-planning-association

Page 5: SDSU Financial Planning Association

SDSU 1st Annual PitchFest!

Have an idea for a business?Share it with us at PitchFest and win $100!

 Thursday March 28th from 5-6pm

At the Zahn Center (Room: IT-100)Food for all attendees. 

Page 6: SDSU Financial Planning Association

End of Semester Event:Projected Plan and Agenda

Event Type: Moderated Panel- Sponsored Food/Drinks, FPA Advertising, Employer PresenceDate & Time: April 30th 3:30 – 5:00 (Flexible)Location: TBD!Amount of Students: 50 +/-

Agenda Timeline:Lunch and Networking – 15 Min.Welcome Speech/Panel & Moderator Introduction – 10 Min.Panel Question & Answer Session – 30 Min.Student Q&A – 15 Min.Closing Statements – 5 Min.1 on 1 Q&A and Networking – 15 Min.

Page 7: SDSU Financial Planning Association

NAGDCA Scholarship National Association of Government Defined Contribution Administrators

2013 Caple Foundation Scholarship!

The highest award to a single student:• $5,000 to be used toward educational expenses in the 2013-2014 school year• Registration, travel and hotel accommodations for the NAGDCA Annual Conference held this year in Louisville, KY (valued at over $1,800)• Coverage of expenses to enroll in the Certified Retirement Counselor® (CRC®) certification (a $900 value*), including program study materials and exam fee  Additional Scholarship Awards:Ten (10) students will have all travel expenses paid to attend the NAGDCA annual meeting where you are assigned a mentor and opportunities to meet potential employers, plus the NAGDCA Annual Conference registration fees valued at $50 will be waived.   

Page 9: SDSU Financial Planning Association

TD AmeritradeSummer Internship

What:Intern to work on business analytics, decision making, market research, sales queries, etc. Full spectrum responsibilities

When:Start Date: June 1st End Date: August 16th

-Flexible

Requirements:• Completed Sophomore year; business majors• Ability to analyze/format data in order to produce reports • Advanced knowledge of MS Office products • Specifically strong Excel skills (ability to manipulate data

and leverage excel functions) • Detailed oriented and good project management skills •Excellent communication and presentation skills• Ability to multi-task

Page 10: SDSU Financial Planning Association

TD AmeritradeSummer Internship

To Apply:Visit http://jobs.tdameritrade.com/ Apply to “Institutional Intern” Position

For More Information:Liz Butler, Director, MarketingTD Ameritrade Institutional135 Greene St.Jersey City, NJ [email protected](201) 369-8537

Page 11: SDSU Financial Planning Association

Metlife Summer InternshipWhat:Financial Services Representatives (FSRs) are responsible for the marketing, sale and service of MetLife products that meet the needs of clients. Establish a financial services practice that upholds MetLife Vision and Values.• More SALES oriented job• Salary opportunity and team sales commissions

When:Start Date: June 1s (Flexible)

Requirements:• Little to none

Page 12: SDSU Financial Planning Association

Metlife Summer InternshipTo Apply:Larry Cunnings - Talent Scout & Recruiting ManagerEmail: [email protected] Mobile: 760.809.5197

Page 13: SDSU Financial Planning Association

Out of Town OpportunitiesPeter Hasting

Investment Management

What:Wealth Advisor Position Full Time PositionSalaried Pay and Benefits

Where:Kennewick, WA

To Apply:Linda Kostenko  [email protected]:  (509) 735-0484

Financial Focus LLP

What:Summer InternshipPaid PositionPossibly willing to pay for travel?

Where:Livingston, NJ

To Apply:Ashley D. Mojka, CFP®[email protected]

Page 14: SDSU Financial Planning Association

Other Resources!SDSU Career Services Website:• Variety of job and internship postings.• Offer wider variety than are available from FPAhttp://career.sdsu.edu/

FPA Connect Website:• Plethora of information about Financial Planning• Offers mentorship matching, job postings, internships, etc.http://connect.fpanet.org/Home/

Page 15: SDSU Financial Planning Association

NW MutualSummer Internship

What:Paid summer internship in San Diego with NW Mutual

To Apply:Visit  http://www.nmfn-sandiego.com/~Internships.htmSend resume and cover letter (optional) to recruiters listed

For More Information:Marian Sterk - SDSU Campus Ambassador Northwestern Mutual Financial NetworkOne America Plaza600 West Broadway, Suite 600San Diego, CA [email protected](916) 616-8563 Cell

Page 16: SDSU Financial Planning Association

Sign up for Investment Game!

Have a totally awesome Spring Break…

Apply for a Summer Internship!

Apply for NAGDCA Scholarship! (Free Money)

Quick Reminders!Before you go…