FDU Wealth Management Advisory Club

Hello and Welcome to the FDU Wealth Management Advisory Club. In this meeting, we Janill Briones-Lopez & our very own WMA Club & BAP: Nu Sigma Chapter President, & UWORLD Campus Ambassador, Jack Mitchell to come and speak to us about the CPA/CMA/CFA Exam. If this is your first time watching our videos, here is a cliff notes version of what our club is. Wealth Management Advisory Club aims to provide a space where students can develop an understanding of Wealth Management, learn the importance of setting goals to achieve financial success, enable students to discover their career passions, and create a sense of community for those interested in Wealth Management Advisory. This club is open to not just all FDU Silberman Business Majors, but all majors at FDU are invited to come and join the club. Reminders for our members: 1. We have purchased our very own Zoom License for the WMA Club. Zoom Meeting Links have changed. Please look at our emails and linktr.ee for the Zoom Meeting Link each week. 2. Go and follow all of our social media accounts on our linktr.ee. 3. Our club website is officially public and online. Go to our linktr.ee to view our new website. Please give us feedback on what you liked and what you disliked about it and any changes you think we should add. Please do not use the website that FDU Silberman make as it has inaccurate information. 4. If you have any ideas for future meetings like which speakers should come in or any topics that you would like to talk about, please let us know. 5. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee. 6. If you have not joined our GroupMe Group Chat, ask one of the members or e-board members so that we can add you in. 7. If you are interested in learning about stocks and want to invest money, come to Markets Update with Jon Budish and Rich Brenner every Tuesday from 3-4 PM on both campuses in the Bloomberg Labs and via Zoom. 8. TikTok Subscription Service: Coming Soon! 9. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!!! Want to learn more about FDU Wealth Management Advisory Club? Follow along on our official socials! Instagram: @fduwma Facebook: @fduwma Twitter: @fduwma TikTok: @fduwma LinkedIn: FDU Wealth Management Advisory Club Twitch: @fduwma KICK: @fduwma Rumble: @fduwma GETTR: @fduwma Website: fduwma.wixsite.com/fduwma FDU WMA Club Meeting Schedule: (FOR FALL SEMESTER 2023) Location: Florham Campus - COMING SOON Metro Campus - COMING SOON WMA Club Social Media Accounts Zoom (Optional) Time: TBA Upcoming Meetings: COMING SOON

The second and final meeting of the 2023 Spring Semester will be on Thursday 5/4/22 at 4 PM in Mansion Room 12/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/LinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/Flutin/Rumble/GETTR. Our speaker will be Janill Briones-Lopez and our very own WMA Club President, Jack Mitchell from UWORLD Roger as they present CPA, CMA, & CFA Exams.

The second and final meeting of the 2023 Spring Semester will be on Thursday 5/4/22 at 4 PM in Mansion Room 12/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/LinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/Flutin/Rumble/GETTR. Our speaker will be Janill Briones-Lopez and our very own WMA Club President, Jack Mitchell from UWORLD Roger as they present CPA, CMA, & CFA Exams.

The first meeting will be on Tuesday 5/2/22 at 6 PM in the Bloomberg Lab (Monninger Center Room 106)/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/LinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/Flutin/Rumble/GETTR as our very own Jack Mitchell, will be hosting a Bloomberg Workshop.

The first meeting will be on Tuesday 5/2/22 at 6 PM in the Bloomberg Lab (Monninger Center Room 106)/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/LinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/Flutin/Rumble/GETTR as our very own Jack Mitchell, will be hosting a Bloomberg Workshop.

Our next meeting will be Thursday 4/27/22 at 4 PM in Mansion 12/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/LinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/Flutin/Rumble/GETTR. Our speaker will be Charles C. Weeks Jr., CFP, from Barrister Wealth. Charles is the founding partner of Barrister, a registered investment advisor, which provides financial planning, investment management and risk management for individuals, along with retirement plan and insurance solutions for business entities. Charles created and developed the undergraduate Financial Planning Concentration and the Continuing Studies Certificate in Financial Planning at Stockton University, where he serves as an assistant professor of finance. Charles also founded Barrister Higher Learning LLC, which provides CFP® exam review courses, along with financial literacy presentations for audiences ranging from students to senior citizens to seasoned financial advisors. Additionally, he writes for his financial literacy blog UNBROKE, which can be found at www.UNBROKE.net. Charles received his Bachelor of Science degree from LaSalle University in Finance with a minor in Accounting, and his Juris Doctorate from Villanova University School of Law

Our first meeting will be on Tuesday at 6 PM in the Mansion Room 13/DH1170/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/TikTok LIVELinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/KICK/Restream/Rumble/GETTR where will have Phil Goldfeder from American Fintech Council to come and speak to us.

Hello and Welcome to the FDU Wealth Management Advisory Club. In this meeting, we have Phil Goldfeder, CEO of American FinTech Council to come and speak to us. With nearly two decades of experience at the intersection of the public and private sectors, Phil Goldfeder currently serves as Chief Executive Officer of the American Fintech Council (AFC), a leading industry association representing responsible financial technology (fintech) companies creating critical access to safe and affordable financial services. AFC, comprised of the nation’s largest fintech companies, fosters innovative, transparent, and responsible products that promote competition, consumer protection, and financial health, inclusion, and equity. AFC is committed to robust industry standards, with a focus on consumer protection and regulatory compliance, in addition to advocating for and embracing appropriate government regulation. Before joining AFC, Goldfeder served as Senior Vice President of Global Public Affairs at Cross River, a financial institution and technology infrastructure provider that offers embedded financial solutions. In this role, Goldfeder founded the Online Lending Policy Institute (OLPI) and has been a leader in shaping the new financial services landscape since early 2015. At the onset of the COVID-19 pandemic and the passage of the CARES Act in March 2020, Goldfeder helped lead the Cross River team to mobilize internally and offer a streamlined and automated system to provide more than $12 billion in PPP funding to the most vulnerable small businesses in every state, as well as additional short-term relief efforts to communities in the company’s footprint and beyond. If this is your first time watching our videos, here is a cliff notes version of what our club is. Wealth Management Advisory Club aims to provide a space where students can develop an understanding of Wealth Management, learn the importance of setting goals to achieve financial success, enable students to discover their career passions, and create a sense of community for those interested in Wealth Management Advisory. This club is open to not just all FDU Silberman Business Majors, but all majors at FDU are invited to come and join the club. Reminders for our members: 1. We have purchased our very own Zoom License for the WMA Club. Zoom Meeting Links have changed. Please look at our emails and linktr.ee for the Zoom Meeting Link each week. 2. Go and follow all of our social media accounts on our linktr.ee. 3. Our club website is officially public and online. Go to our linktr.ee to view our new website. Please give us feedback on what you liked and what you disliked about it and any changes you think we should add. Please do not use the website that FDU Silberman make as it has inaccurate information. 4. If you have any ideas for future meetings like which speakers should come in or any topics that you would like to talk about, please let us know. 5. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee. 6. If you have not joined our GroupMe Group Chat, ask one of the members or e-board members so that we can add you in. 7. If you are interested in learning about stocks and want to invest money, come to Markets Update with Jon Budish and Rich Brenner every Tuesday from 3-4 PM on both campuses in the Bloomberg Labs and via Zoom. 8. TikTok Subscription Service: Coming Soon! 8. MAJOR ANNOUNCEMENT: COMING SOON!! 9. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!!! Want to learn more about FDU Wealth Management Advisory Club? Follow along on our official socials! Instagram: @fduwma Facebook: @fduwma Twitter: @fduwma TikTok: @fduwma LinkedIn: FDU Wealth Management Advisory Club Twitch: @fduwma KICK: @fduwma Rumble: @fduwma GETTR: @fduwma Website: fduwma.wixsite.com/fduwma FDU WMA Club Meeting Schedule: (FOR SPRING SEMESTER 2023) Location: Florham Campus - (Tuesday) - Mansion Room 13 (Thursday) - Mansion Room 12 Metro Campus - (Tuesday) - Dickinson Hall Room 1170 (Thursday) - Dickinson Hall Room 1104 WMA Club Social Media Accounts Zoom (Optional) Time: (Tuesday): 6-7 PM (Thursday): 4-5 PM Upcoming Meetings: 4/26/23: Beta Alpha Psi: Nu Sigma Chapter 2023 Elections Watch Party (BONUS EVENT VI) [2:30 PM Monninger Center Room 113] 4/27/23: Barrister Wealth (Charles C. Weeks Jr., CFP) 4/30/23: Go FDU Day Event (WMA/FDU Admissions COLLABORATION EVENT, 10 AM Student Center Mall) { 5/2/23: Introduction to Bloomberg + Bloomberg Terminal Workshop (Jack Mitchell) [BONUS MEETING XXV] 5/4/23: FDU Silberman Recognition Event (Florham) [TBA - Lenfell Hall {BONUS EVENT VII}] 5/4/23: UWORLD Roger CPA/CFA Review (Janill Brionnes-Lopez & Jack Mitchell)

Hello and Welcome to the FDU Wealth Management Advisory Club. In this meeting, we have Mark Menard, Tax Services Partner, from Grant Thornton to come and speak to us. Mark is a Tax Services partner and leads the Private Wealth Services practice in Metro NY and New England. He received his Bachelors Degree in Accounting from University of Connecticut. He has extensive experience with tax and financial matters affecting high net worth individuals, trusts, and closely held businesses. His areas of expertise include income tax planning and compliance, cash flow analysis, gift and estate planning, and wealth transfer and succession planning. Mark’s primary clients consist of family offices, private equity and hedge fund principals, private and public company executives and venture capital investors. Mark has over 15 years of combined public and private accounting experience. Prior to joining Grant Thornton, Mark was a Vice President at KKR Financial Services Company where he performed tax planning and family office services for a single-family client. Prior to that, Mark was a Senior Manager at a large public accounting firm. Fun Fact about Mark is that he is a member of the AICPA (American Institute of Certified Public Accounts) & is a CPA. If this is your first time watching our videos, here is a cliff notes version of what our club is. Wealth Management Advisory Club aims to provide a space where students can develop an understanding of Wealth Management, learn the importance of setting goals to achieve financial success, enable students to discover their career passions, and create a sense of community for those interested in Wealth Management Advisory. This club is open to not just all FDU Silberman Business Majors, but all majors at FDU are invited to come and join the club. Reminders for our members: 1. We have purchased our very own Zoom License for the WMA Club. Zoom Meeting Links have changed. Please look at our emails and linktr.ee for the Zoom Meeting Link each week. 2. Go and follow all of our social media accounts on our linktr.ee. 3. Our club website is officially public and online. Go to our linktr.ee to view our new website. Please give us feedback on what you liked and what you disliked about it and any changes you think we should add. Please do not use the website that FDU Silberman make as it has inaccurate information. 4. If you have any ideas for future meetings like which speakers should come in or any topics that you would like to talk about, please let us know. 5. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee. 6. If you have not joined our GroupMe Group Chat, ask one of the members or e-board members so that we can add you in. 7. If you are interested in learning about stocks and want to invest money, come to Markets Update with Jon Budish and Rich Brenner every Tuesday from 3-4 PM on both campuses in the Bloomberg Labs and via Zoom. 8. TikTok Subscription Service: Coming Soon! 8. MAJOR ANNOUNCEMENT: COMING SOON!! 9. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!!! Want to learn more about FDU Wealth Management Advisory Club? Follow along on our official socials! Instagram: @fduwma Facebook: @fduwma Twitter: @fduwma TikTok: @fduwma LinkedIn: FDU Wealth Management Advisory Club Twitch: @fduwma KICK: @fduwma Rumble: @fduwma GETTR: @fduwma Website: fduwma.wixsite.com/fduwma FDU WMA Club Meeting Schedule: (FOR SPRING SEMESTER 2023) Location: Florham Campus - (Tuesday) - Mansion Room 13 (Thursday) - Mansion Room 12 Metro Campus - (Tuesday) - Dickinson Hall Room 1170 (Thursday) - Dickinson Hall Room 1104 WMA Club Social Media Accounts Zoom (Optional) Time: (Tuesday): 6-7 PM (Thursday): 4-5 PM Upcoming Meetings: 4/21/23: FDU Devils World 2023 (Library Lawn Area 1 PM) 2023 Devils World (WMA/FDU FPC CO-HOSTING EVENT VI) 4/25/23: FDU Student Managed Investment Fund 2022-2023 Annual Report Event (PDP/WMA/SMIF CROSSOVER EVENT IV) [4-6 PM Bloomberg Labs] 4/25/23: American FinTech Council (Phil Goldfeder) [BONUS MEETING XXIV] 4/26/23: Beta Alpha Psi: Nu Sigma Chapter 2023 Elections Watch Party (BONUS EVENT VI) [2:30 PM Monninger Center Room 113] 4/27/23: Barrister Wealth (Charles C. Weeks Jr., CFP) 5/2/23: Introduction to Bloomberg + Bloomberg Terminal Workshop (Jack Mitchell) [BONUS MEETING XXV] 5/4/23: UWORLD Roger CPA/CFA Review (Janill Brionnes-Lopez & Jack Mitchell)

Our second meeting will be on Thursday at 4 PM in the Mansion Room 12/DH1104/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/LinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/Flutin/Rumble/GETTR where Mark Menard, from Grant Thornton will be speaking to us. Our second speaker will be presenting IN-PERSON, so we encourage all of our Florham Campus members to come in-person for this meeting and dress business casual if possible. Make sure to bring all of your friends to this meeting and have questions ready for our awesome speaker coming in. All FDU Silberman Majors, FDU Silberman Business Clubs, FDU Silberman Professors, & FDU Silberman Alumni are invited to all of our meetings. We hope to see you all there.

Hello and Welcome to the FDU Wealth Management Advisory Club. In this meeting, we have Akieva M. Ellis, CFP from The Bemused to come and speak to us. Akeiva is a financial planner and educator and is also a former financial education specialist at Ballentine Partners LLC, a wealth management firm based in the Boston, Massachusetts area serving high net worth individuals and families. At Ballentine, Akeiva serves as co-leader of the firm's Diversity, Equity, and Inclusion taskforce. Akeiva is the founder of The Bemused, a financial literacy service catering to young adults using YouTube video content and a formal education program called The Adulting Boot Camp. Akeiva has been quoted in articles for The Boston Globe, OppLoans, Tiller, and Bankrate. She has also been a featured guest on PlanStronger TV and on the Breaking Money Silence Podcast. Akeiva holds a master's degree in financial planning from Bentley University. She is one of the youngest Certified Public Accountants and CERTIFIED FINANCIAL PLANNER™ professionals in the nation and has a passion for helping young adults build wealth. If this is your first time watching our videos, here is a cliff notes version of what our club is. Wealth Management Advisory Club aims to provide a space where students can develop an understanding of Wealth Management, learn the importance of setting goals to achieve financial success, enable students to discover their career passions, and create a sense of community for those interested in Wealth Management Advisory. This club is open to not just all FDU Silberman Business Majors, but all majors at FDU are invited to come and join the club. Reminders for our members: 1. We have purchased our very own Zoom License for the WMA Club. Zoom Meeting Links have changed. Please look at our emails and linktr.ee for the Zoom Meeting Link each week. 2. Go and follow all of our social media accounts on our linktr.ee. 3. Our club website is officially public and online. Go to our linktr.ee to view our new website. Please give us feedback on what you liked and what you disliked about it and any changes you think we should add. Please do not use the website that FDU Silberman make as it has inaccurate information. 4. If you have any ideas for future meetings like which speakers should come in or any topics that you would like to talk about, please let us know. 5. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee. 6. If you have not joined our GroupMe Group Chat, ask one of the members or e-board members so that we can add you in. 7. If you are interested in learning about stocks and want to invest money, come to Markets Update with Jon Budish and Rich Brenner every Tuesday from 3-4 PM on both campuses in the Bloomberg Labs and via Zoom. 8. MAJOR ANNOUNCEMENT: COMING SOON!! 9. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!!! 10. Go and Subscribe to @TheBemused Want to learn more about FDU Wealth Management Advisory Club? Follow along on our socials! Instagram: @fduwma Facebook: @fduwma Twitter: @fduwma TikTok: @fduwma LinkedIn: FDU Wealth Management Advisory Club Twitch: @fduwma KICK: @fduwma Rumble: @fduwma GETTR: @fduwma Website: fduwma.wixsite.com/fduwma FDU WMA Club Meeting Schedule: (FOR SPRING SEMESTER 2023) Location: Florham Campus - (Tuesday) - Mansion Room 13 (Thursday) - Mansion Room 12 Metro Campus - (Tuesday) - Dickinson Hall Room 1170 (Thursday) - Dickinson Hall Room 1104 WMA Club Social Media Accounts Zoom (Optional) Time: (Tuesday): 6-7 PM (Thursday): 4-5 PM Upcoming Meetings: 4/20/23: Grant Thornton (Matt Menard) 4/20/23: Into The Woods {Club Night II} (WMA/FDU SGA/FDU Theater Arts COLLABORATION EVENT) [BONUS EVENT V] [7:30 PM Dreyfuss Theater] 4/21/23: FDU Devils World 2023 (Library Lawn Area 1 PM) 2023 Devils World (WMA/FDU FPC CO-HOSTING EVENT VI) 4/25/23: Cross River (Phil Goldfeder) [BONUS MEETING XXIV] 4/26/23: Beta Alpha Psi: Nu Sigma Chapter 2023 Elections Watch Party (BONUS EVENT VI) [2:30 PM Monninger Center Room 113] 4/27/23: Barrister Wealth (Charles C. Weeks Jr., CFP) 5/2/23: Morgan Stanley (Christopher Suttmeier) [BONUS MEETING XXV] 5/4/23: UWORLD Roger CPA/CFA Review (Janill Brionnes-Lopez & Jack Mitchell)

Our first meeting will be on Tuesday at 6 PM in the Mansion Room 13/DH1170/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/LinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/Flutin/Rumble/GETTR where will have Akeiva M. Ellis, CFP from The Bemused to speak to us. Akeiva is a financial planner and educator and is also a financial education specialist at Ballentine Partners LLC, a wealth management firm based in the Boston, Massachusetts area serving high net worth individuals and families. At Ballentine, Akeiva serves as co-leader of the firm's Diversity, Equity, and Inclusion taskforce. Akeiva is the founder of The Bemused, a financial literacy service catering to young adults using YouTube video content and a formal education program called The Adulting Boot Camp. Akeiva has been quoted in articles for The Boston Globe, OppLoans, Tiller, and Bankrate. She has also been a featured guest on PlanStronger TV and on the Breaking Money Silence Podcast. Akeiva holds a master's degree in financial planning from Bentley University. She is one of the youngest Certified Public Accountants and CERTIFIED FINANCIAL PLANNER™ professionals in the nation and has a passion for helping young adults build wealth.

Our next meeting will be Thursday 4/13/22 at 4 PM in Mansion 12/DH1104/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/LinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/Flutin/Rumble/GETTR. Our speaker will be James Fiorello, Associate Partner at New York Life.

Our next meeting will be Thursday 4/6/22 at 4 PM in Mansion 12/Zoom (For Zoom link, click on our link in our bio)/WMA Club Socials. Our speaker will be Cary Carbonaro, CFP from Advisors Capital Management. Cary Carbonaro is an award-winning, internationally known personal finance expert with over 25 years’ experience. She is currently Senior Vice President, Director of Women and Wealth, at ACM. Previously, Cary was a partner and head of women’s leadership at United Capital, which was acquired by Goldman Sachs. A recipient of the prestigious “2016 Investment News Women to Watch” award, she was also listed as No. 4 among the Top 100 Advisors in the U.S., as ranked by Investopedia.

Our next meeting will be Thursday 4/6/22 at 4 PM in Mansion 12/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/LinkedIn LIVE/TikTok LIVE/Twitter LIVE/YouTube LIVE/Twitch/KICK/Restream/Rumble/GETTR. Our speaker will be Cary Carbonaro, CFP from Advisors Capital Management. Cary Carbonaro is an award-winning, internationally known personal finance expert with over 25 years’ experience. She is currently Senior Vice President, Director of Women and Wealth, at ACM. Previously, Cary was a partner and head of women’s leadership at United Capital, which was acquired by Goldman Sachs. A recipient of the prestigious “2016 Investment News Women to Watch” award, she was also listed as No. 4 among the Top 100 Advisors in the U.S., as ranked by Investopedia. Cary’s 2015 book, “The Money Queen’s Guide for Women Who Want to Build Wealth and Banish Fear,” was an Amazon No. 1 bestseller in Wealth Management in several countries. She has been a guest on “Fox & Friends,” “The Today Show,” CNN, CNBC, CBS, Fox News, ABC, and NPR and is a frequent guest on Fox 5, PBS Nightly Business and WPIX NY. She has spoken all over the world about financial literacy for women. Cary holds a B.A. from State University of New York at Cortland and an M.B.A. from Long Island University.

s this week. Our first meeting will be on Tuesday 4/4/23 at 6 PM in Mansion 13/DH1170/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/TikTok LIVE/LinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/KICK/Restream/Rumble/GETTR. Our speaker will be Kevin Mahn, President and Chief Investor Officer at Hennion & Walsh Asset Management. Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management. Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® series of Unit Investment Trusts (UITs). Mr. Mahn also was the Portfolio Manager of the family of SmartGrowth® Mutual Funds. These mutual funds were target-risk oriented “mutual funds of ETFs” designed to track the Lipper Optimal Indices.

Our second meeting will be on Tuesday at 6 PM in the Mansion Room 13/DH1170/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/LinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/Flutin/Rumble/GETTR where will have Alex Trajkovic from JPMorgan Chase & Co to come and speak to us. He works as a Private Client Banker where he manages and grows his book of business consisting of clients that retain. Consulting his clients, he addresses their aspirations and concerns. Between his partners and himself,, he serves as a financial backbone for needs like; financial planning, retirement, banking, and home lending. Fun facts about Alex is that he is a FDU Silberman Alumni and he is the Founder and OG President of the WMA Club.

Our second meeting will be on Tuesday at 6 PM in the Mansion Room 13/DH1170/Zoom (For Zoom link, click on our link in our bio)/Instagram LIVE/LinkedIn LIVE/Twitter LIVE/YouTube LIVE/Twitch/Flutin/Rumble/GETTR where will have Alex Trajkovic from JPMorgan Chase & Co to come and speak to us. He works as a Private Client Banker where he manages and grows his book of business consisting of clients that retain. Consulting his clients, he addresses their aspirations and concerns. Between his partners and himself,, he serves as a financial backbone for needs like; financial planning, retirement, banking, and home lending. Fun facts about Alex is that he is a FDU Silberman Alumni and he is the Founder and OG President of the WMA Club.

Our first meeting will be on Monday at 6 PM on our WMA Club Socials where our very own WMA Club President, Jack Mitchell, will be hosting a special 2-Hour Real Estate Workshop.

Hello and Welcome to the FDU Wealth Management Advisory Club. In this meeting, we have our very own WMA Club President, Jack Mitchell host a Real Estate Workshop. If this is your first time watching our videos, here is a cliff notes version of what our club is. Wealth Management Advisory Club aims to provide a space where students can develop an understanding of Wealth Management, learn the importance of setting goals to achieve financial success, enable students to discover their career passions, and create a sense of community for those interested in Wealth Management Advisory. This club is open to not just all FDU Silberman Business Majors, but all majors at FDU are invited to come and join the club. Reminders for our members: 1. We have purchased our very own Zoom License for the WMA Club. Zoom Meeting Links have changed. Please look at our emails and linktr.ee for the Zoom Meeting Link each week. 2. Go and follow all of our social media accounts on our linktr.ee. 3. Our club website is officially public and online. Go to our linktr.ee to view our new website. Please give us feedback on what you liked and what you disliked about it and any changes you think we should add. Please do not use the website that FDU Silberman make as it has inaccurate information. 4. If you have any ideas for future meetings like which speakers should come in or any topics that you would like to talk about, please let us know. 5. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee. 6. If you have not joined our GroupMe Group Chat, ask one of the members or e-board members so that we can add you in. 7. If you are interested in learning about stocks and want to invest money, come to Markets Update with Jon Budish and Rich Brenner every Tuesday from 3-4 PM on both campuses in the Bloomberg Labs and via Zoom. 8. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!!! Want to learn more about FDU Wealth Management Advisory Club? Follow along on our socials! Instagram: @fduwma Facebook: @fduwma Twitter: @fduwma TikTok: @fduwma LinkedIn: FDU Wealth Management Advisory Club Twitch: @fduwma Rumble: @fduwma GETTR: @fduwma Website: fduwma.wixsite.com/fduwma FDU WMA Club Meeting Schedule: (FOR SPRING SEMESTER 2023) Location: Florham Campus - (Tuesday) - Mansion Room 13 (Thursday) - Mansion Room 12 Metro Campus - (Tuesday) - Dickinson Hall Room 1170 (Thursday) - Dickinson Hall Room 1104 WMA Club Social Media Accounts Zoom (Optional) Time: (Tuesday): 6-7 PM (Thursday): 4-5 PM Upcoming Meetings: 3/28/23: JPMorgan Chase & Co. (OG WMA CLUB PRESIDENT ALEX TRAJKOVIC) [BONUS MEETING XXI] 3/30/23: UBS (Thomas Conigatti) 4/4/23: Hennion & Walsh Asset Management (Kevin Mahn) [BONUS MEETING XXI] 4/6/23: Advisors Capital Management (Cary Carbonaro, CFP) 4/11/23: Edward Jones (Bob Compitello) [BONUS MEETING XXII] 4/13/23: New York Life (James Fiorello) 4/18/23: The Bemused (Akeiva M. Ellis, CFP) [BONUS MEETING XXIII] 4/20/23: Grant Thornton (Matt Menard) 4/25/23: Cross River (Phil Goldfeder) [BONUS MEETING XXIV] 4/27/23: Barrister Wealth (Charles C. Weeks Jr., CFP) 5/2/23: Morgan Stanley (Christopher Suttmeier) [BONUS MEETING XXV] 5/4/23: UWORLD Roger CPA/CFA Review (Janill Brionnes-Lopez & Jack Mitchell)

Hello and Welcome to the FDU Wealth Management Advisory Club. Also, welcome to Chapter 12: THE FINAL CHAPTER of the 2023 FDU WMA Spring Break Workshop Spectacular. In this meeting, we will be talking about Personal Finance Management. If this is your first time watching our videos, here is a cliff notes version of what our club is. Wealth Management Advisory Club aims to provide a space where students can develop an understanding of Wealth Management, learn the importance of setting goals to achieve financial success, enable students to discover their career passions, and create a sense of community for those interested in Wealth Management Advisory. This club is open to not just all FDU Silberman Business Majors, but all majors at FDU are invited to come and join the club. Reminders for our members: 1. We have purchased our very own Zoom License for the WMA Club. Zoom Meeting Links have changed. Please look at our emails and linktr.ee for the Zoom Meeting Link each week. 2. Go and follow all of our social media accounts on our linktr.ee. 3. Our club website is officially public and online. Go to our linktr.ee to view our new website. Please give us feedback on what you liked and what you disliked about it and any changes you think we should add. Please do not use the website that FDU Silberman make as it has inaccurate information. 4. If you have any ideas for future meetings like which speakers should come in or any topics that you would like to talk about, please let us know. 5. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee. 6. If you have not joined our GroupMe Group Chat, ask one of the members or e-board members so that we can add you in. 7. If you are interested in learning about stocks and want to invest money, come to Markets Update with Jon Budish and Rich Brenner every Tuesday from 3-4 PM on both campuses in the Bloomberg Labs and via Zoom. 8. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!!! Want to learn more about FDU Wealth Management Advisory Club? Follow along on our socials! Instagram: @fduwma Facebook: @fduwma Twitter: @fduwma TikTok: @fduwma LinkedIn: FDU Wealth Management Advisory Club Twitch: @fduwma Rumble: @fduwma GETTR: @fduwma Website: fduwma.wixsite.com/fduwma FDU WMA Club Meeting Schedule: (FOR SPRING SEMESTER 2023) Location: Florham Campus - (Tuesday) - Mansion Room 13 (Thursday) - Mansion Room 12 Metro Campus - (Tuesday) - Dickinson Hall Room 1170 (Thursday) - Dickinson Hall Room 1104 WMA Club Social Media Accounts Zoom (Optional) Time: (Tuesday): 6-7 PM (Thursday): 4-5 PM Upcoming Meetings: 3/27/23: Real Estate Workshop (Jack Mitchell) [BONUS MEETING XX] {6 PM} 3/28/23: JPMorgan Chase & Co. (OG WMA CLUB PRESIDENT ALEX TRAJKOVIC) [BONUS MEETING XXI] 3/30/23: UBS (Thomas Conigatti) 4/4/23: Hennion & Walsh Asset Management (Kevin Mahn) [BONUS MEETING XXI] 4/6/23: Advisors Capital Management (Cary Carbonaro, CFP) 4/11/23: Edward Jones (Bob Compitello) [BONUS MEETING XXII] 4/13/23: New York Life (James Fiorello) 4/18/23: The Bemused (Akeiva M. Ellis, CFP) [BONUS MEETING XXIII] 4/20/23: Grant Thornton (Matt Menard) 4/25/23: Cross River (Phil Goldfeder) [BONUS MEETING XXIV] 4/27/23: Barrister Wealth (Charles C. Weeks Jr., CFP) 5/2/23: Morgan Stanley (Christopher Suttmeier) [BONUS MEETING XXV] 5/4/23: UWORLD Roger CPA/CFA Review (Janill Brionnes-Lopez & Jack Mitchell)