SDSU Financial Planning Association
Tuesday, March 5th
Today’s Agenda March 5th
• Upcoming Events
• Investment Game!
• Blair Internship
• Ariston Service Group Internship
• Ambulance Chase – Volunteer Day
• Guardian/Wealth Strategy Partners Pres.
Upcoming Events:• March 5th: Nash Subotic Presenting
• March 12th: Wells Fargo Financial Lab Visit
• March 12th: College of Business Career Fair
• March 14th: San Diego FPA Networking Mixer
• April 20th: Ambulance Chase – Rady Childrens Hospital Charity
• April 30th: End of Semester Panel Speaker Event
Investment Game
Game Information:Website: www.marketwatch.com Game Name: SDSU Financial Planning AssociationPassword: sdsufpa
Rules:• $10,000 starting balance• $6.00 commission fees• No options, futures, or margin buying/selling• Only basic buying, selling, & short selling• Who ever gets the greatest return over the next 2 months wins!
Metlife – Blair Internship• Comprehensive Financial Planning Firm• Works through MetLife Insurance• Looking for Intern to begin immediately!• Prefer Sophomore or Junior; but will look at Seniors too• IF INTERESTED: Send resume and introduction to email
Contact Information:Marci Bair, CFP ®Financial Planner & Financial Services RepresentativeBair Financial Planning an office of MetLife3131 Camino Del Rio North, Suite 1200San Diego, CA 92108 Email: [email protected] Phone: (619) 497-2279 Fax: (619) 281-9253 Web: www.BairFinancial.metlife.com
Ariston Service Group – Internship
• Investment Advisory Firm• Fee Only • Looking for intern for this semester or summer.• IF INTERESTED: Send resume and introduction to email
Contact Information:Peter E. Shenas, CFP CIMAPresident & Chief Investment OfficerAriston Services Group, LLC750 'B' Street, Suite 2630San Diego, CA 92101Tel. 619-241-2326 Fax 619-794-0127Email: [email protected]: www.aristonservicesgroup.com
Rady Children’s Hospital Charity Ambulance ChaseVolunteer Charity Event
What?5 Mile Run / 3 Mile Fun Walk around Lake MiramarThe event is a celebration of those who help ill children and is a fundraiser for both the Professional Alliance for Children and Rady Children’s Hospital San Diego. Event Costs $20 and all proceeds go to helping sick children
Where? Lake Miramar, Scripps Lake Drive, San Diego, CA
When?Saturday April 20th @ 8:00 a.m.
To Register:Sign up through http://www.Kidsproalliance.orgQuestions or Concerns contact Jon Breyer @ [email protected]
Today’s PresentorNash Subotic
CEO of Wealth Strategy Partners
Nash Subotic - Wealth Strategy Partners - President/CEO: 2007 – Present
Moved from Oahu this past year to the local San Diego Offices
Wealth Strategy Partners, The New York-based Guardian franchise office specializes in trust services, financial products, 401(k)s, company-sponsored benefits and retirement plans.
