WMA Club Meeting Spring Semester 2022 - Meeting XII: Peter Olinto + Jack Mitchell

Hello and Welcome to FDU Wealth Management Advisory Club Meeting. In the first half of the meeting, we have the Head CPA Exam Instructor for Becker and the Head CFA Exam Instructor for Wiley, Peter Olinto as our guest speaker. Fun fact, he is a very close friend of our President, Jack Mitchell. In the second half of the meeting, we have our very own WMA Club President and IMA Campus Ambassador, Jack Mitchell talk about the IMA and the CMA Designation.

Reminders for our members:

1. 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.
2. 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.
3. If you want discounts on Becker Products, please reach out to Peter Olinto.
4. If you want discounts on Wiley Products, please see our Club President, Jack Mitchell.
5. We have added another meeting for this semester. It will be on Wednesday May 4th at 4 PM. We will be co-hosting the event with FDU Silberman’s Professional Development Program. For our Florham Campus Members, the meeting will be held in the Monninger Center in the Doerfler Room and for our Metro Campus Members, it will held via Zoom. (Check our linktr.ee for the Zoom Link). Our speaker will be UBS.
6. Next Week, our speakers will be coming IN-PERSON, so I encourage all of our Florham Campus Members to come in-person to Zen 203 for that meeting.
7. If you are interested in learning about stocks and want to invest money, come to Markets Update with Jon Budish every Tuesday from 3-4 PM on both campuses in the Bloomberg Labs and via Zoom.
8. If you are interested in invest money, come to the Student Management Investment Fund Club every Tuesday from 4-5 PM on both campuses in the Bloomberg Labs and via Zoom.

FDU WMA Club Meeting Schedule: (FOR SPRING SEMESTER 2022)
4/21/22: Nisivoccia
4/28/22: TBD
5/4/22: UBS (WMA/PDP CROSSOVER EVENT)
5/5/22: UWORLD Roger CPA/CFA Review (Janill Brionnes-Lopez)