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Tuesday, February 19 th. Upcoming Events New Planner Recruiting Advisor One Recruiting Dr. Thomas Warschauer Presenting.

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Presentation on theme: "Tuesday, February 19 th. Upcoming Events New Planner Recruiting Advisor One Recruiting Dr. Thomas Warschauer Presenting."— Presentation transcript:

1 Tuesday, February 19 th

2 Upcoming Events New Planner Recruiting Advisor One Recruiting Dr. Thomas Warschauer Presenting

3 February 20 th : New Planner Recruiting Presenting & Interviewing February 21 st : SDSU Spring Career & Internship Fair February 26 th : Regular Meeting (Mentorship & Investment Game) March 5 th : CEO of Strategic Wealth Man. Presenting March 12 th : Wells Fargo Financial Lab Visit March 12 th : College of Business Career Fair

4 On Campus Tomorrow! FPA Presentation starting at 3:00 – 4:00pm in SSW 2522 Interviews starting at 4:30 -6:30pm in SSW 2522 What They Do: Educate you on the transition from student to professional Help on improving resume and interview skills Help identify career track best suited for you Building skill set necessary for you to succeed in new career Education/Help with passing the CFP exam Apply for a position directly through their website at: http://newplannerrecruiting.com/job-opportunities/ http://newplannerrecruiting.com/job-opportunities/ Or submit a resume via email to cbrown@newplannerrecruiting.comcbrown@newplannerrecruiting.com

5 Sign up for an interview via Sign-Up Sheet! Interviews to be conducted between 4:00 & 6:00 (After FPA Presentation) All interviews will take place in SSW 2522 Interviews will last between 15 and 30 Minutes Bring resume copies and dress nicely (preferably business casual) * I will be contacting you via phone/text this evening to confirm interview time.

6 Advisors Ahead has built programs to provide a foundation to help students be more effective from the beginning of their careers as Financial Advisors. What they Do: Provides supplemental material to build upon existing University foundation Development of interpersonal skills, self marketing, and behavioral finance. Help studying and passing CFP Licensing Exam Real work experience in an internship then full paid job program Comprised of three separate development programs 1.Preparatory Program (All grade levels) 2.Institute – Internship (Junior – Graduate; summer only) 3.Institute – Residency (Senior & Graduates only)

7 For More Information Visit - http://www.advisorsahead.com/index.htm http://www.advisorsahead.com/index.htm Online Registration Opens This Week! * I will forward the chapter links via email to sign up when they are announced.

8 Earned his Ph.D. in Finance at the University of Colorado. Pre-academic career; president of both a investment real estate firm, a stock brokerage firm and been an SEC Registered Investment Adviser. He has been a Certified Financial Planner licensee since 1976. Currently works as Department Head of the Financial Services Dept.

9  Investment Game Kick Off! - Presenting game rules and prizes - Tutorial of how to play, trade limits and more! - If you signed up you will receive your mentors contact information to set up meetings  Mentor/Mentee Match- up! - If you signed up you will receive your mentors contact information to set up meetings


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