WMA Club Meeting SS23 - Meeting XXIII (23SBWSC4): Health Care Planning Workshop ft. Jack Mitchell

Original Air Date: Monday March 13th, 2023Show more

Hello and Welcome to the FDU Wealth Management Advisory Club. Also, welcome to Chapter 4 of the 2023 FDU WMA Spring Break Workshop Spectacular. In this meeting, we will be talking about Health Care Planning

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!
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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:
3/14/23: Fundamentals of Building and Maintaining a FICO Score Workshop (Jack Mitchell) [BONUS MEETING XI + 2023 Spring Break Spectacular Chapter 5] {6 PM}
3/15/23: Asset Protection Workshop (Jack Mitchell) [BONUS MEETING XII + 2023 Spring Break Spectacular Chapter 6] {4:30 PM}
3/16/23: Retirement Planning & Saving Up for Retirement Workshop (Jack Mitchell) [BONUS MEETING XIII + 2023 Spring Break Spectacular Chapter 7] {4 PM}
3/17/23: International Wealth Management Workshop (Jack Mitchell) [BONUS MEETING XIV + 2023 Spring Break Spectacular Chapter 8 + ST. PATRICK'S DAY SPECIAL] {12 PM}
3/18/23: Family Office Services Workshop (Jack Mitchell) [BONUS MEETING XV + 2023 Spring Break Spectacular Chapter 9] {4 PM}
3/19/23: Social Responsible Investing Workshop (Jack Mitchell) [BONUS MEETING XVI + 2023 Spring Break Spectacular Chapter 10] {5 PM}
3/20/23: Investment Due Diligence Workshop (Jack Mitchell) [BONUS MEETING VII + 2023 FDU WMA Club Spring Break Workshop Spectacular Chapter 11] {6 PM}
3/21/23: Personal Finance Management Workshop (Jack Mitchell) [BONUS MEETING VIII + 2023 FDU WMA Club Spring Break Workshop Spectacular Chapter 12 - THE FINAL CHAPTER]
3/22/23: Money Management Skills for College Students with Investors/Citizen Bank [PDP/WMA CROSSOVER EVENT II]
3/23/23: HSBC (Barth Frank)
3/27/23: Real Estate Workshop (Jack Mitchell) [BONUS MEETING VIII] {6 PM}
3/28/23: JPMorgan Chase & Co. (OG WMA CLUB PRESIDENT ALEX TRAJKOVIC) [BONUS MEETING IX]
3/30/23: UBS (Thomas Conigatti)
4/4/23: Hennion & Walsh Asset Management (Kevin Mahn) [BONUS MEETING X]
4/6/23: Advisors Capital Management (Cary Carbonaro, CFP)
4/11/23: Edward Jones (Bob Compitello) [BONUS MEETING XI]
4/13/23: New York Life (James Fiorello)
4/18/23: The Bemused (Akeiva M. Ellis, CFP) [BONUS MEETING XII]
4/20/23: Grant Thornton (Matt Menard)
4/25/23: Cross River (Phil Goldfeder) [BONUS MEETING XIII]
4/27/23: Barrister Wealth (Charles C. Weeks Jr., CFP)
5/2/23: Morgan Stanley (Christopher Suttmeier) [BONUS MEETING XIV]
5/4/23: UWORLD Roger CPA/CFA Review (Janill Brionnes-Lopez & Jack Mitchell)