SDSU Financial Planning Association

1. SDSU Financial Planning Association Tuesday, March 26th

2. Today’s AgendaMarch 26th • Upcoming Events • Investment Game Update • On Campus Events • End of Year Event Info • NAGDCA Scholarship • Internships • Speaker from NW Mutual

3. Upcoming Events: • Today: Activity Updates & NW Mutual Presenting • April 2nd: No Meeting (Spring Break!) • April 9th: Board Meeting • April 16th: CFP from Blue Summit Wealth Management Presenting • April 20th: Ambulance Chase – Rady’s Children's Hospital Charity • April 23rd: Blankenship & Foster LLC Presenting • April 30th: End of Semester Panel Speaker Event • May 7th: Final Meeting

4. Investment Game Current Standings… http://www.marketwatch.com/game/sdsu-financial-planning-association

5. SDSU 1st Annual PitchFest! Have an idea for a business? Share it with us at PitchFest and win $100! Thursday March 28th from 5-6pm At the Zahn Center (Room: IT-100) Food for all attendees. 

6. End of Semester Event: Projected Plan and Agenda Event Type: Moderated Panel - Sponsored Food/Drinks, FPA Advertising, Employer Presence Date & Time: April 30th 3:30 – 5:00 (Flexible) Location: TBD! Amount of Students: 50 +/- Agenda Timeline: Lunch and Networking – 15 Min. Welcome Speech/Panel & Moderator Introduction – 10 Min. Panel Question & Answer Session – 30 Min. Student Q&A – 15 Min. Closing Statements – 5 Min. 1 on 1 Q&A and Networking – 15 Min.

7. NAGDCA ScholarshipNational Association of Government Defined Contribution Administrators • 2013 Caple Foundation Scholarship! • The highest award to a single student: • $5,000 to be used toward educational expenses in the 2013-2014 school year • Registration, travel and hotel accommodations for the NAGDCA Annual Conference held this year in Louisville, KY (valued at over $1,800) • Coverage of expenses to enroll in the Certified Retirement Counselor® (CRC®) certification (a $900 value*), including program study materials and exam fee  • Additional Scholarship Awards: • Ten (10) students will have all travel expenses paid to attend the NAGDCA annual meeting where you are assigned a mentor and opportunities to meet potential employers, plus the NAGDCA Annual Conference registration fees valued at $50 will be waived.   

8. NAGDCA ScholarshipNational Association of Government Defined Contribution Administrators • Requires: • Junior or Senior Year • Official University Transcript • Online Questionnaire • Online Application • Resume • To Apply: • Go To: • http://www.infre.org/pages/ANC_Scholarship.shtml?utm_source=2013+There+is+no+better+way+to+meet+and+greet+potential+employers%21&utm_campaign=Student+email+1&utm_medium=email • Email Tom Warschauer for Original Email or more information: • warschau@mail.sdsu.edu

9. TD AmeritradeSummer Internship • What: • Intern to work on business analytics, decision making, market research, sales queries, etc. Full spectrum responsibilities • When: • Start Date: June 1st End Date: August 16th • Flexible • Requirements: • Completed Sophomore year; business majors • Ability to analyze/format data in order to produce reports • Advanced knowledge of MS Office products • Specifically strong Excel skills (ability to manipulate data and leverage excel functions) • Detailed oriented and good project management skills • Excellent communication and presentation skills • Ability to multi-task

10. TD AmeritradeSummer Internship To Apply: Visit http://jobs.tdameritrade.com/ Apply to “Institutional Intern” Position For More Information: Liz Butler, Director, Marketing TD Ameritrade Institutional 135 Greene St. Jersey City, NJ 08534 Liz.butler@tdameritrade.com (201) 369-8537

11. Metlife Summer Internship • What: • Financial Services Representatives (FSRs) are responsible for the marketing, sale and service of MetLife products that meet the needs of clients. Establish a financial services practice that upholds MetLife Vision and Values. • More SALES oriented job • Salary opportunity and team sales commissions • When: • Start Date: June 1s (Flexible) • Requirements: • Little to none

12. Metlife Summer Internship To Apply: Larry Cunnings - Talent Scout & Recruiting Manager Email: lcunnings@metlife.com Mobile: 760.809.5197

13. Out of Town Opportunities Financial Focus LLP What: Summer Internship Paid Position Possibly willing to pay for travel? Where: Livingston, NJ To Apply: Ashley D. Mojka, CFP® amojka@financial-focus.net Peter Hasting Investment Management What: Wealth Advisor Position Full Time Position Salaried Pay and Benefits Where: Kennewick, WA To Apply: Linda Kostenko lindak@petersenhastings.com Phone:  (509) 735-0484

14. Other Resources! • SDSU Career Services Website: • Variety of job and internship postings. • Offer wider variety than are available from FPA • http://career.sdsu.edu/ • FPA Connect Website: • Plethora of information about Financial Planning • Offers mentorship matching, job postings, internships, etc. • http://connect.fpanet.org/Home/

15. NW MutualSummer Internship What: Paid summer internship in San Diego with NW Mutual To Apply: Visit http://www.nmfn-sandiego.com/~Internships.htm Send resume and cover letter (optional) to recruiters listed For More Information: Marian Sterk - SDSU Campus Ambassador Northwestern Mutual Financial Network One America Plaza 600 West Broadway, Suite 600 San Diego, CA 92101-3359 marian.sterk@nmfn.com (916) 616-8563 Cell

16. Quick Reminders!Before you go… • Apply for a Summer Internship! • Apply for NAGDCA Scholarship! (Free Money) • Sign up for Investment Game! • Have a totally awesome Spring Break…