WMA Club Meeting FS22 - Meeting V: Bickling Financial Services, Inc ft. Audrey Keohane

Hello and Welcome to the FDU Wealth Management Advisory Club Meeting. In this meeting, we have Audrey Keohane from Bickling Financial Services, Inc to come and speak to us. Audrey graduated from Bentley University in 2019 with a B.S. in Finance. She previously worked at the Boston Marriott Cambridge as their Assistant Director of Finance. She is passionate about personal finance. She enjoys spending her free time outside. You can often find her hiking up in the White Mountains, visiting her family dogs or volunteering at the local animal shelter. Fun fact, she works with CFP Board Ambassador, Spencer Betts, CFP.

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. Next Week's Speaker will be coming IN-PERSON, so please dress business casual for the meeting. We will be giving away goodies at next week's meeting as well as PDP Points.
3. WMA Club will be participate in the Florham Career Carnival, next Wednesday from 1-3 PM at the Library Lawn on the Florham Campus. Please come and support not only the WMA Club, but also the PDP Program.
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.
6. If you want discounts on Wiley Products, please see our Club President, Jack Mitchell.
7. If you want discounts on Popl Products, use Promo Code: JACKMITCHELL20 at checkout to get 20% off your order.
8. If you want discounts on Wiley Products, please see our Club President, Jack Mitchell.
9. If you are interested in becoming our Public Relations Representative, please let any e-board member know.
10. 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.
11. 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

9/29/22: Goldman Sachs ft. Christopher Winter & Brian Teague
10/6/22: SURPRISE GUESTS
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 I] (NOTE: Meeting will be at 6 PM in Lenfell Hall on the Florham Campus and on Zoom for our Metro Members)
11/2/22: Valley Bank ft. (NOTE: Meeting will be held on Wednesday at 4 PM in the Hartman Lounge on the Florham Campus and TBA/Zoom for Metro Members) [WMA/PDP CROSSOVER EVENT II]
11/3/22: Wiss & Co ft. Stephanie Hughes & Marc Peterson
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