WMA Club Meeting FS22 - Meeting XVI: Blue Ocean Global Wealth ft. Marguerita (Rita) Cheng, CFP

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, Wise, Metricool, RippleMatch, Current, Chime, Firstcard, Cash App, iSpring, NordLocker, NordPass, NordVPN, Flutin, & Gemini.

In this meeting, we have Marguerita (Rita) Cheng, CFP, CEO of Blue Ocean Global Wealth. rior to founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. She is a Certified Financial Planner® (CFP), a Chartered Retirement Planning Counselor® (CRPC), a Retirement Income Certified Professional® (RICP) and a Chartered SRI Counselor (CSRIC®). An in-demand financial writer and speaker, Rita has contributed her expertise to numerous media outlets including Forbes, The Wall Street Journal, CNBC, Reuters, Kiplinger, Investopedia, Entrepreneur, Huffington Post, U.S. News and World Report, Time, Yahoo! Finance, NerdWallet, Financial Advisor, Be Inkandescent, and more. In 2021, she was named the #7 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC). Rita is also a recipient of the prestigious Japanese Monbukagakusho Scholarship. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA). Rita is also a past spokesperson for the AARP Financial Freedom Campaign.

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 would like to introduce Julia Corsi as our brand new Co-Social Media Manager. Welcome to the WMA Club E-Board!!!
3. We have brand new corporate sponsors: iSpring, Gemini, Flutin, NordLocker, NordPass, & NordVPN. Click on our linktr.ee or on our website to check out their discounts.
4. We are having our 2nd BeReal Fundraiser II from November 15th to November 29th. Please tell your friends and families to download BeReal.
5. Go and follow all of our social media accounts on our linktr.ee.
6. 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.
7. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee.
8. 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.
9. If you want discounts on Wiley Products, please see our Club President, Jack Mitchell.
10. Download FLIT Invest to get 60% off your subscription by using your .edu email. Link is on our linktr.ee.
11. If you want discounts on Popl Products, use Promo Code: JACKMITCHELL20 at checkout to get 20% off your order.
12. 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.
13. 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
YouTube LIVE, Instagram LIVE, LinkedIn LIVE, Twitter LIVE, Facebook LIVE, Twitch Channel, Rumble, Zoom (Optional)

Time: 5-6 PM

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. Mike Flynn
12/7/22: Ameriprise Financial ft. Karl Campbell (NOTE: Meeting will be held on Wednesday at 7 PM in Mansion Room 11 on the Florham Campus and TBA/Zoom for Metro Members)
12/8/22: Wiley ft. Jack Mitchell