FDU WMA Club Meeting XVIII: EP Wealth ft. Erin Voisin, CFP

1 year ago
47

Our third meeting will be Thursday 3/9/22 at 3 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. Now, the reason why the meeting will be at 3 PM is because FDU Silberman’s PDP Program will be holding an event at 4 PM on that day, so to avoid any conflicts of interest, we have decided to move the meeting to 3 PM for this week. Our speaker will be Erin Voisin, CFP from EP Wealth. Erin is the director of financial planning at EP Wealth Advisors. She has more than 11 years of experience in the financial services industry. She is currently the committee chair of EP Wealth's financial literacy outreach and co-developer of the EP Wealth externship program. This program invites high school students to visit EP Wealth to job shadow, learn corporate etiquette, and gain resume and communication skills. Erin is also a WIN Advocate, volunteering with the CFP Board Center for Financial Planning to educate women and girls about financial planning careers. Erin has been featured in CNBC, US News and World Report, Yahoo Finance, Fa-Mag, InvestmentNews, and more. Erin earned her Bachelor of Science degree from the University of San Diego, majoring in business administration and psychology. She also holds a master’s degree in accounting.

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