1. Tuesday, March 26 th

2. Upcoming Events Investment Game Update On Campus Events End of Year Event Info NAGDCA Scholarship Internships Speaker from NW Mutual

3. Today: Activity Updates & NW Mutual Presenting April 2 nd : No Meeting (Spring Break!) April 9 th : Board Meeting April 16 th : CFP from Blue Summit Wealth Management Presenting April 20 th : Ambulance Chase – Rady’s Children's Hospital Charity April 23 rd : Blankenship & Foster LLC Presenting April 30 th : End of Semester Panel Speaker Event May 7 th : Final Meeting

4. http://www.marketwatch.com/game/sdsu-financial- planning-association

5. Have an idea for a business? Share it with us at PitchFest and win $100! Thursday March 28 th from 5-6pm At the Zahn Center (Room: IT-100) Food for all attendees.

6. Projected Plan and Agenda Event Type: Moderated Panel - Sponsored Food/Drinks, FPA Advertising, Employer Presence Date & Time: April 30 th 3:30 – 5:00 (Flexible) Location: TBD! Amount of Students: 50 +/- Agenda Timeline: Lunch and Networking – 15 Min. Welcome Speech/Panel & Moderator Introduction – 10 Min. Panel Question & Answer Session – 30 Min. Student Q&A – 15 Min. Closing Statements – 5 Min. 1 on 1 Q&A and Networking – 15 Min.

7. 2013 Caple Foundation Scholarship! The highest award to a single student: $5,000 to be used toward educational expenses in the 2013-2014 school year Registration, travel and hotel accommodations for the NAGDCA Annual Conference held this year in Louisville, KY (valued at over $1,800) Coverage of expenses to enroll in the Certified Retirement Counselor ® (CRC ® ) certification (a $900 value*), including program study materials and exam fee Additional Scholarship Awards: Ten (10) students will have all travel expenses paid to attend the NAGDCA annual meeting where you are assigned a mentor and opportunities to meet potential employers, plus the NAGDCA Annual Conference registration fees valued at $50 will be waived.

8. Requires: Junior or Senior Year Official University Transcript Online Questionnaire Online Application Resume To Apply: Go To: http://www.infre.org/pages/ANC_Scholarship.shtml?utm_source=2013 +There+is+no+better+way+to+meet+and+greet+potential+employer s%21&utm_campaign=Student+email+1&utm_medium=email Email Tom Warschauer for Original Email or more information: warschau@mail.sdsu.edu

9. What: Intern to work on business analytics, decision making, market research, sales queries, etc. Full spectrum responsibilities When: Start Date: June 1 st End Date: August 16 th -Flexible Requirements: Completed Sophomore year; business majors Ability to analyze/format data in order to produce reports Advanced knowledge of MS Office products Specifically strong Excel skills (ability to manipulate data and leverage excel functions) Detailed oriented and good project management skills Excellent communication and presentation skills Ability to multi-task

10. To Apply: Visit http://jobs.tdameritrade.com/ http://jobs.tdameritrade.com/ Apply to “Institutional Intern” Position For More Information: Liz Butler, Director, Marketing TD Ameritrade Institutional 135 Greene St. Jersey City, NJ 08534 Liz.butler@tdameritrade.com (201) 369-8537

11. What: Financial Services Representatives (FSRs) are responsible for the marketing, sale and service of MetLife products that meet the needs of clients. Establish a financial services practice that upholds MetLife Vision and Values. More SALES oriented job Salary opportunity and team sales commissions When: Start Date: June 1 s (Flexible) Requirements: Little to none

12. To Apply: Larry Cunnings - Talent Scout & Recruiting Manager Email: lcunnings@metlife.com Mobile: 760.809.5197lcunnings@metlife.com760.809.5197

13. Peter Hasting Investment Management What: Wealth Advisor Position Full Time Position Salaried Pay and Benefits Where: Kennewick, WA To Apply: Linda Kostenko lindak@petersenhastings.com Phone: (509) 735-0484(509) 735-0484 Financial Focus LLP What: Summer Internship Paid Position Possibly willing to pay for travel? Where: Livingston, NJ To Apply: Ashley D. Mojka, CFP® amojka@financial-focus.net

14. SDSU Career Services Website: Variety of job and internship postings. Offer wider variety than are available from FPA http://career.sdsu.edu/ FPA Connect Website: Plethora of information about Financial Planning Offers mentorship matching, job postings, internships, etc. http://connect.fpanet.org/Home/

15. What: Paid summer internship in San Diego with NW Mutual To Apply: Visit http://www.nmfn-sandiego.com/~Internships.htmhttp://www.nmfn-sandiego.com/~Internships.htm Send resume and cover letter (optional) to recruiters listed For More Information: Marian Sterk - SDSU Campus Ambassador Northwestern Mutual Financial Network One America Plaza 600 West Broadway, Suite 600 San Diego, CA 92101-3359 marian.sterk@nmfn.com (916) 616-8563(916) 616-8563 Cell

16.  Sign up for Investment Game!  Have a totally awesome Spring Break…  Apply for a Summer Internship!  Apply for NAGDCA Scholarship! (Free Money)