WMA Club Meeting FS22 - Meeting IV: Equitable Advisors ft. Brandon Eigenberg & Stephen Fox

Hello and Welcome to the FDU Wealth Management Advisory Club Meeting. In this meeting, we have Brandon Eigenberg and Stephen Fox, from Equitable Advisors to speak to us.

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. 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.
3. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee.
4. 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.
5. If you want discounts on Wiley Products, please see our Club President, Jack Mitchell.
6. If you want discounts on Popl Products, use Promo Code: JACKMITCHELL20 at checkout to get 20% off your order.
7. If you want discounts on Wiley Products, please see our Club President, Jack Mitchell.
8. If you are interested in becoming our Public Relations Representative, please let any e-board member know.
9. 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.
10. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!

FDU WMA Club Meeting Schedule: (FOR FALL SEMESTER 2022)

Location:
Florham Campus - Mansion Room 12
Metro Campus - TBA
Zoom (Optional)

Time: 5-6 PM

9/22/22: Bickling Financial Services, Inc ft. Audrey Keohane (NOTE: Meeting will be at 4 PM due to a PDP Event being held at 5 PM. Location will remain the same.)
9/29/22: Goldman Sachs ft. Christopher Winter & Brian Teague
10/6/22: IMA ft. Jack Mitchell & TBA
10/13/22: PKF O’Connor Davies ft. Kayleigh Donnellan
10/20/22: Peapac Private ft. Lisa McKnight
10/27/22: Bone Fide Wealth, LLC ft. Clifford C. Cornell
10/27/22: Brown Brothers Harriman [PDP/WMA CROSSOVER EVENT] (NOTE: Meeting will be at 6 PM in Lenfell Hall on the Florham Campus and on Zoom for our Metro Members)
11/3/22: TBA
11/10/22: Marcum Wealth ft. Todd Healy
11/17/22: Blue Ocean Global Wealth ft. Marguerita Cheng, CFP®
11/21/22: Internship Roundtable ft. FDU WMA Club E-Board (NOTE: Meeting will be held on Monday. Time and Location will remain the same.)
11/30/22: Rich Brenner (NOTE: Meeting will be held on Wednesday at 6 PM in Mansion Room 11 on the Florham Campus and TBA/Zoom for Metro Members)
12/1/22: TBA
12/7/22: TBA (NOTE: Meeting will be held on Wednesday at 6 PM in Mansion Room 11 on the Florham Campus and TBA/Zoom for Metro Members)
12/8/22: Wiley ft. Jack Mitchell