WMA Club Meeting Spring Semester 2023 - Meeting I: Surgent Review ft. WMA Club VP, Gloria Petreska

Hello and Welcome to the first FDU Wealth Management Advisory Club Meeting of the 2023 Spring Semester. In this meeting, we have our very own WMA Club VP, Gloria Petreska from Surgent Review to come and speak to us. Gloria Petreska is a Junior Accounting Major at FDU Silberman College of Business. She is involved in numerous clubs at FDU Silberman. She is a member of Beta Alpha Psi: Nu Sigma, Accounting Society, & FDU Silberman Student Managed Investment Fund. She is also the Secretary of Beta Alpha Psi: Nu Sigma Chapter and the VP of the Wealth Management Advisory Club. She is the recipient of the CMA Scholarship. Outside of FDU Silberman, she is a member of NJCPA, AICPA, and IMA. She is also a Campus Ambassador for NJCPA and Surgent Review. She interned with Prager Metis in Tax Audit in September 2022. She is currently interning at Ameriprise Financial Services LLC, Compass CFO Solutions, LLC and PKF O’Connor Davies while also juggling another job at FDU.

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. We are introducing Bonus Meetings this semester. These bonus meetings will be held every Tuesday from 6-7 PM in Mansion Room 11 on Florham and Zoom on Metro.
3. We have updated our logo and brand on all of our social media platforms, check them out.
Go and follow all of our social media accounts on our linktr.ee.
4. Our club website is officially public and online. Go to our linktr.ee to view our new website. Please give us feedback on what you liked and what you disliked about it and any changes you think we should add.
5. 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.
6. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee.
7. 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.
8. 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.
9. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!!!

FDU WMA Club Meeting Schedule: (FOR SPRING SEMESTER 2023)

Location:
Florham Campus -
(Tuesday) - Mansion Room 11
(Thursday) - Mansion Room 12
Metro Campus - TBA
WMA Club Social Media Accounts
Zoom (Optional)

Time:
(Tuesday): 6-7 PM
(Thursday): 4-5 PM

Upcoming Meetings:
1/31/23: Family and Money Matters Institute (Elaine King, MBA, CFP) [BONUS MEETING I]
2/2/23: Build a Better Financial Future, LLC (Luis F. Rosa, CFP, EA)
2/7/23: Kornegay Kapital Group (Rodney T Kornegay) [BONUS MEETING II]
2/9/23: FLIT Invest (Serena Fleischman, Alejandro Fritz, & Jack Mitchell)
2/14/23: FLIT Invest (Serena Fleischman, Alejandro Fritz, & Jack Mitchell) II [PDP/SMIF/WMA CROSSOVER EVENT I 4 PM Bloomberg Lab]
2/14/23: Tax Preparation Workshop & LinkedIn/Handshake/Career Fair Prep Workshop [BONUS MEETING III]
2/16/23: Ameriprise Financial (Karl Campbell)
2/21/23: Primerica [BONUS MEETING IV]
2/23/23: VALIC Financial Advisors, Inc. (Joseph Kelly, CFP)
2/28/23: TBA [BONUS MEETING V]
3/2/23: Northwestern Mutual (Alyssa Cseh & Nicolas Delorenzo)
3/7/23: Edward Jones (Robert Compitello) [BONUS MEETING VI]
3/9/23: EP Wealth (Erin Voisin, CFP)
3/21/23: TBA [BONUS MEETING VII]
3/22/23: Money Management Skills for College Students with Investors/Citizen Bank [PDP/WMA CROSSOVER EVENT II]
3/23/23: HSBC (Barth Frank)
3/28/23: JPMorgan Chase & Co. (OG WMA CLUB PRESIDENT ALEX TRAJKOVIC) [BONUS MEETING VIII]
3/30/23: UBS (Thomas Conigatti)
4/4/23: Hennion & Walsh Asset Management (Kevin Mahn) [BONUS MEETING IX]
4/6/23: Advisors Capital Management (Cary Carbonaro, CFP)
4/11/23: TBA [BONUS MEETING X]
4/18/23: New York Life (James Fiorello)
4/13/23: The Bemused (Akeiva M. Ellis, CFP) [BONUS MEETING XI]
4/20/23: Wiss & Co (Stephanie Hughes & Marc Peterson) [PDP/WMA CROSSOVER EVENT III]
4/25/23: TBA [BONUS MEETING XII]
4/27/23: Barrister Wealth (Charles C. Weeks Jr., CFP)
5/2/23: Morgan Stanley (Christopher Suttmeier) [BONUS MEETING XIII]
5/4/23: UWORLD Roger CPA/CFA Review (Janill Brionnes-Lopez & Jack Mitchell)