WMA Club Meeting SS23 - Meeting XXXII: Withum ft. Tom Farrell, CFP

Hello and Welcome to the FDU Wealth Management Advisory Club. In this meeting, we have Tom Farrell, CFP from Withum to speak to us.

Tom began his career as a financial services representative at MetLife in New York helping clients fulfill their insurance and investment needs. Tom then moved on to work his way toward becoming a trusted financial advisor at RegentAtlantic in New Jersey. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2004 after completing coursework at Fairleigh Dickinson University. As part of being a valued advisor Tom has spent time serving on investment committees researching asset classes and portfolio construction, rebalancing portfolios and implementing tax efficiencies. In addition, Tom believes each client should benefit from the planning process to optimize their financial lives given their goals and priorities. Accordingly, Tom has advised clients on topics ranging from Roth IRA conversions to the use of Revocable trusts.

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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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:
3/22/23: Money Management Skills for College Students with Investors/Citizen Bank [PDP/WMA CROSSOVER EVENT II]
3/23/23: HSBC (Barth Frank)
3/24/23: Personal Finance Management Workshop (Jack Mitchell) [BONUS MEETING XIX + 2023 FDU WMA Club Spring Break Workshop Spectacular Chapter 12 - THE FINAL CHAPTER] (3 PM)
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)