WMA Club Meeting SS23 - Meeting II: Family and Money Matters ft. Elaine King, MBA, CFP

Hello and Welcome to the FDU Wealth Management Advisory Club. In this meeting, we have Elaine King, MBA, CFP from Family and Money Matters to come and speak to us. GElaine King, CFP® is the founder of Family and Money Matters™, with the mission of empowering the family’s financial and human capital to achieve financial wellbeing. She has served as the Family’s Financial Planner for over 1,200 families and 100 multigenerational family enterprises crafting actionable family financial plans. Elaine is a Financial Education advocate, creator of the first family financial program in LATAM, and winner of the Best Latin book award. She was recognized in 2020 in the list of Investopedia‘s Top Influential Advisors and in 2017 recognized by People Magazine’s Top 25 Influential Hispanic Women. Elaine has been featured in the WSJ, Forbes, Telemundo, and CNN and is a columnist for financial journals in the US and LATAM.

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:
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)