WMA Club Meeting FS22 - Meeting XII: Bone Fide Wealth ft. Clifford C. Cornell

Hello and Welcome to the FDU Wealth Management Advisory Club Meeting. This meeting is presented by our sponsors: Wiley, Surgent Review, Popl, FLIT Invest, NJCPA, AICPA, & IMA.

In this meeting, we have Clifford C. Cornell, Associate from Bone Fide Wealth. Cliff joined Bone Fide Wealth in 2021 as a graduate of Muhlenberg College, receiving his bachelor’s degree in finance. When he is not supporting the firm’s growth, Cliff is studying to obtain his Certified Financial Planner (CFP®) designation. Cliff worked previously as a fund accountant for a Pennsylvania based real estate investment firm before ultimately deciding to make the move back to Long Island and pursue his passion for personal finance. Outside of the office, Cliff can be found waterskiing, golfing, as well as hanging out with his 3 younger brothers: Cole, Carson and Clint. Fun Fact, he works with CFP Board Ambassador, Douglas A. Boneparth, CFP®, MBA.

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, FDU Silberman Professors, Staff, and Alumni 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. We are excited to announce that we have launched our Rumble Channel
Go and follow all of our social media accounts on our linktr.ee.
3. 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.
4. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee.
5. 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. Download FLIT Invest to get 60% off your subscription by using your .edu email. Link is on our linktr.ee.
8. If you want discounts on Popl Products, use Promo Code: JACKMITCHELL20 at checkout to get 20% off your order.
9. We will be having our Chili's Fundraiser in East Hanover, NJ on 11/4/22 from 8 PM - 12 AM. All proceeds will go towards the WMA Club.
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!!!
12. HAPPY HALLOWEEN from the WMA Club!!!

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

Location:
Florham Campus - Mansion Room 12
Metro Campus - TBA
YouTube LIVE, Instagram LIVE, LinkedIn LIVE, Twitter LIVE, Twitch Channel, Rumble, Zoom (Optional)

Time: 5-6 PM

11/2/22 Valley Bank ft. Peter Belasco & Chris Brigati [WMA/PDP CROSSOVER EVENT II] (NOTE: Meeting will be at 4 PM in the Hartman Lounge and on Zoom for our Metro Members)
11/3/22: Wiss & Co ft. Stephanie Hughes & Marc Peterson [WMA/PDP CROSSOVER EVENT III] (NOTE: Meeting will be in the Hartman Lounge and on Zoom for our Metro Members)
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: Peacock Private ft. Lisa McKnight
12/7/22: Ameriprise Financial ft. Karl Campbell (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