WMA Club Meeting SS23 - Meeting VII: Tax Preparation + Career Fair Prep Workshop

Hello and Welcome to the FDU Wealth Management Advisory Club. In this meeting, we have our very own WMA Club President, Jack Mitchell talk to us about how to prepare your taxes and also give us helpful tips and tricks on how to prepare for the upcoming In-Person Career Fair next Thursday.Show more

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.
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. Use Promo Code JACKMITCHELL20 to get 20% off your Popl.co Order.
8. 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.
9. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!!!

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:
2/16/23: IMA (Jack Mitchell)
2/21/23: Primerica (Fern Tamborra) [BONUS MEETING IV]
2/23/23: VALIC Financial Advisors, Inc. (Joseph Kelly, CFP)
2/28/23: Grant Thornton [BONUS MEETING V]
3/2/23: Northwestern Mutual (Alyssa Cseh & Nicolas Delorenzo)
3/6/23: Executive Speaker Series: Kyle Bolden (EY) [PDP/WMA CROSSOVER EVENT II]
3/7/23: Edward Jones (Robert Compitello) [BONUS MEETING VI]
3/9/23: EP Wealth (Erin Voisin, CFP)
3/10/23: FDUPitch23 [FDU Rothman Institute/WMA Club Co-Hosting Event III]
3/14/23: Fundamentals of Building and Maintaining a FICO Score Workshop [BONUS MEETING VII]
3/16/23: Investment, Retirement, & Estate Planning Workshop [BONUS MEETING VIII]
3/21/23: TBA [BONUS MEETING VII]
3/22/23: Money Management Skills for College Students with Investors/Citizen Bank [PDP/WMA CROSSOVER EVENT II]
3/23/23: HSBC (Barth Frank)
3/28/23: JPMorgan Chase & Co. (OG WMA CLUB PRESIDENT ALEX TRAJKOVIC) [BONUS MEETING VIII]
3/30/23: UBS (Thomas Conigatti)
4/4/23: Hennion & Walsh Asset Management (Kevin Mahn) [BONUS MEETING IX]
4/6/23: Advisors Capital Management (Cary Carbonaro, CFP)
4/11/23: TBA [BONUS MEETING X]
4/18/23: New York Life (James Fiorello)
4/13/23: The Bemused (Akeiva M. Ellis, CFP) [BONUS MEETING XI]
4/20/23: TBA
4/25/23: Cross River (Phil Goldfeder) [BONUS MEETING XII]
4/27/23: Barrister Wealth (Charles C. Weeks Jr., CFP)
5/2/23: Morgan Stanley (Christopher Suttmeier) [BONUS MEETING XIII]
5/4/23: UWORLD Roger CPA/CFA Review (Janill Brionnes-Lopez & Jack Mitchell)