SDSU Financial Planning Association

Tuesday, September 17th ,20133:15 to 4:15 pm, Aztec Mesa 101

Agenda September 3rd

•Upcoming Events •Sign up for volunteering at FP Day. (Ends today)•Sign up for Oct. 23rd Education Symposium @ USD•Sign up for nationals•Investment game•Career opportunities-Sep. updated

• Guest speaker:  Douglas Buser, MBA, CFP

Upcoming Events!SEPTEMBER•Sep.17th (Today) Guest speaker: Douglas Buser, MBA, CFP•Sep. 24th: Guest speaker: Gordon Tudor, CFP—President

Elect at FPA SD•Sep.28th (Saturday): Financial Check Up Day, 10:00-15:00, Alumni Center.

•

Upcoming Events!

October •Oct. 1st: Bloomberg training •Oct.: Tom Fisher, CFA, CFP--Senior Vice President and

Senior &Investment Strategist, Wells FargoOct. :  Oct: Career center advisor-How to write your Resume?•Oct. 23rd:FPA Education Symposium, USD (Sign up)

Upcoming Events!

November • Nov. 5th :John Goodrich, CFP GOODRICH

FINANCIAL GROUP, LLC• Nov: Team bundling classes/activities

December• Dec.11th: FPA Quarterly meeting (Sign Up)

More are coming soon!!!

Financial Check Up Day

Sep. 28th.10:00 to 15:00, SDSU Alumni Center.

Financial Check Up Day will offer FREE one-on-one personalized financial advice and FREE financial workshops! No strings attached!

It is a beneficial event for all San Diego residents.

Bring your family and friends!

Sign Up for VolunteersStudent volunteers will be asked to :1.) help set up for the day2.) help welcome and register guests for the day3.) assist our sponsors/speakers

Each student will have the opportunity to observe a planner counseling a "client" and answering financial questions. The student will be assigned to a planner - and will observe the one-on-one counseling.

Ends today!!! To apply, please contact me and send your name, email, cellphone number to: sdsufpa@gmail.com 

FPA San Diego Education SymposiumWednesday, October 23, 2013 9:00AM 5:00PMUniversity of San DiegoJoan B. Kroc Institute for Peace & Justice, 5998 Alcala Park, San Diego CA 92110

FPA Student price: $25 (Regular price $110)*Need to be a national FPA member. ( Student member $39/year)

Agenda• America’s Emerging Energy Independence – Impacts nearly all aspects of investment management….How should we capitalize on this opportunity for our clients?

• ObamaCare is Here…California Health Exchanges are forming – This impacts virtually every client…They will be asking questions, come find the answers.

• Social Media Is Here to Stay – Do you need to have visibility now or in the future? Come hear the perspective of a planner who has a big social medial presence.

• Why Smart People Do the Wrong Things with Their Money…The new frontier of behavioral investing can help you understand why.

For more information, see Agenda: http://www.cvent.com/events/symposium-10-23-2013/agenda-fa29255e9fdb41f18d35395bcaddab2c.aspx

Sign up for National FPA

Link for sign up for National FPA: Sign Up Page - http://www.fpanet.org/professionals/Membership/Individual/

Select: Full-time Student | $39 annually

Website: www.marketwatch.com/game/sdsifpa

Game name: SDSUFPA Password: sdsufpa Dates:9/16/2013---12/09/2013 Open to all SDSU students, call you friends!

*There will be surprise gift for top 3 winners!

Investment game

http://fpasdsu.wordpress.com/career-opportunities/september-updated/

New Planner Recruiting Location: National wide. Contact: Caleb Brown,    

 cbrown@newplannerrecruiting.com  Or go to http://www.newplannerrecruiting.com

Analyst – Champaign IL Analyst -Morristown NJ Associate Financial Planner – Walnut Creek CA Associate Planner – Santa Clara CA Financial Planning Associate – Los Angeles CA

Career Opportunities- Sep. update

Douglas Buser, MBA, CFP

Managing Director at Golden Gate Advisors, Inc.

Registered Investment Advisor with emphasis in Real Estate Investment

Specialties:Hard Asset (Real Estate, Commodities, Metals) Investment and Asset Protection.

Our speaker