sdsu financial planning association

SDSU Financial Planning Association

Tuesday, March 26th

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

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

Investment Game Current Standings…

http://www.marketwatch.com/game/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. 

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.

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.   

NAGDCA Scholarship National Association of Government Defined Contribution Administrators

Requires:Junior or Senior YearOfficial University TranscriptOnline QuestionnaireOnline ApplicationResume

To Apply:Go To:http://www.infre.org/pages/ANC_Scholarship.shtml?utm_source=2013+There+is+no+better+way+to+meet+and+greet+potential+employers%21&utm_campaign=Student+email+1&utm_medium=email

•Email Tom Warschauer for Original Email or more information:warschau@mail.sdsu.edu

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

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 08534Liz.butler@tdameritrade.com(201) 369-8537

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

Metlife Summer InternshipTo Apply:Larry Cunnings - Talent Scout & Recruiting ManagerEmail: lcunnings@metlife.com Mobile: 760.809.5197

Out of Town OpportunitiesPeter Hasting

Investment Management

What:Wealth Advisor Position Full Time PositionSalaried Pay and Benefits

Where:Kennewick, WA

To Apply:Linda Kostenko  lindak@petersenhastings.comPhone:  (509) 735-0484

Financial Focus LLP

What:Summer InternshipPaid PositionPossibly willing to pay for travel?

Where:Livingston, NJ

To Apply:Ashley D. Mojka, CFP®amojka@financial-focus.net

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/

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 92101-3359marian.sterk@nmfn.com(916) 616-8563 Cell

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…