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2023 Spring Semester Meeting Recordings
Watch all of our meetings from the 2023 Spring Semester.
Surgent Review ft. Gloria Petreska
Family and Money Matters ft. Elaine King, MBA, CFP
Build a Better Financial Future, LLC ft. Luis F. Rosa, CFP
Kornegay Kapital Group ft. Rodney T. Kornegay, FSCP
FLIT Invest ft. Serena Fleischman, Alejandro Fritz, & Jack Mitchell
Tax Preparation + LinkedIn/Handshake/Career Fair Prep Workshop ft. WMA Club E-Board with Special Guest, WMA Club President & COO of Buddi, Jack Mitchell
IMA (Institute of Management Accountants) ft. Jack Mitchell
Primerica ft. Fern Tamborra
Investment & Risk Management Workshop ft. WMA Club President, Jack Mitchell
Mega Workshops ft. WMA Club President, Jack Mitchell
Behavioral Finance Workshop (2023 Spring Break Workshop Spectacular Chapter 1)
Debt Management Workshop (2023 Spring Break Workshop Spectacular Chapter 2)
Financial Literacy Workshop (2023 Spring Break Workshop Spectacular Chapter 3)
Health Care Planning Workshop (2023 Spring Break Workshop Spectacular Chapter 4)
Fundamentals of Building & Maintaining a FICO Score Workshop (2023 Spring Break Workshop Spectacular Chapter 5)
Asset Protection Workshop (2023 Spring Break Workshop Spectacular Chapter 6)
Retirement Planning & Saving Up for Retirement Workshop (2023 Spring Break Workshop Spectacular Chapter 7)
International Wealth Management Workshop (2023 Spring Break Workshop Spectacular Chapter 8)
Family Office Services Workshop (2023 Spring Break Workshop Spectacular Chapter 9)
Social Responsible Investing Workshop (2023 Spring Break Workshop Spectacular Chapter 10)
Investment Due Diligence Workshop (2023 Spring Break Workshop Spectacular Chapter 11)
Withum ft. Tom Farrell, CFP, CEPA
Money Management Skills for College Students with Investors/Citizen Bank [PDP/WMA CROSSOVER EVENT III]
HSBC ft. Barth Frank
Personal Finance Management Workshop (2023 Spring Break Workshop Spectacular Chapter 12: THE FINAL CHAPTER)
Real Estate Workshop (Jack Mitchell) [BONUS MEETING XIX]
JPMorgan Chase & Co. (OG WMA CLUB PRESIDENT ALEX TRAJKOVIC) [BONUS MEETING XX]
Hennion & Walsh Asset Management (Kevin Mahn) [BONUS MEETING XXI]
Advisors Capital Management (Cary Carbonaro, CFP)
New York Life (James Fiorello)
The Bemused (Akeiva M. Ellis, CFP) [BONUS MEETING XXIII]
Grant Thornton (Mark Menard)
American FinTech Council (Phil Goldfeder) [BONUS MEETING XXIV]
​Barrister Wealth (Charles C. Weeks Jr., CFP)
Bloomberg Workshop (Jack Mitchell) [BONUS MEETING XXV]
UWORLD Roger Review (Janill Briones-Lopez & Jack Mitchell)
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