KeyPoint Credit Union Bank Tour

KeyPoint Credit Union Bank Tour

As mentioned before, next Friday we will be having our first bank tour at KeyPoint Credit Union - September 26th from 10:00am to 2:00pm in Santa Clara, CA.
 
Last semester KeyPoint came in and presented to the BIA and it was a great experience. The KeyPoint team is full of wonderful, passionate people who genuinely care about their members and all people in general! They offered all members to call them at any time if we wanted help in practicing interviewing! We cannot stress enough how great of an opportunity this will be to network with great knowledgeable people as well as get an inside view about what Credit Unions are all about. (Oh and you will also get a free lunch) :-D
 
With that being said, there are only 5 spots left that are available for the tour. An initial deposit of $20 is required that will be refunded to you on the day of the tour. Please email Lexi Amundsen at <vpcommunications@bia-sjsu.org> before this Friday to ensure your spot. Invest in your future!! 

Wealth Management Wednesdays

Wealth Management Wednesdays

Thank you all who came to the Fall 2014 orientation on Wednesday, September 10. Dean Steele, Dr. Ivanov, Dr. Pagani, and the BIA officers are impressed by the number of ambitious students whom show interest in the financial sector. This will be a great semester full of learning, growing, and networking.

 

As explained at orientation, every Wednesday will be a presentation from outstanding financial institutions and banks. This Wednesday, September 17th, we will be hosting Private Ocean, a wealth management firm based in Marin County. Their Founder/Chairman, Richard Stone, will be in attendance, so come ready. If you have questions about, or want to learn more about wealth management- this presentation is for YOU!

 

Lastly, if you still need to sign up to become a member we will be accepting payments for the next two meetings. Membership for one semester is $35 and for a full year $45. All payments can be made by cash or check (made out to the Banking and Investment Association).

 

See you on Wednesday!

#WealthManagementWednesday #WMW #BIA

BIA Orientation

BIA Orientation

Orientation is September 10th at 4:30 pm in BBC 032. Look forward to an evening of great food,  professional networking, and an opportunity to hear about what the Banking and Investment Association can do for you. Doors open at 4:15 pm- We will see you there!

 

IEX Raises $75 Million in New Financing

IEX Raises $75 Million in New Financing

IEX, the start-up trading platform, has raised a whopping $75 million in a new round of financing. The money will help IEX become a full-fledged stock market. Read more on this development from New York Times here.

So Good, So Far

So Good, So Far

In just our second day of tabling, the BIA has reached out to over 50 future members! Make sure you check us out for information on bank tours, finance presentations, and scholarship opportunities. We will be in front of the Boccardo Business Center bright and early at 7:30am. See you there!

-Banking and Investment Association

Fall Semester is Here!

Fall Semester is Here!

Welcome all to Fall Semester 2014. Make sure you stop by the Business building and check out the BIA table for great information and a chance to meet the officers!

http://www.bia-sjsu.org/wp-content/uploads/2014/08/140820_adv_gettoknow2-1024x682.jpgDealing With the ‘Personal’ in Personal Finance

Dealing With the ‘Personal’ in Personal Finance

Great read!: An article on getting personal with clients when financial advising.

Tim Maurer with the BAM Alliance believes the main problem with financial advising is, “We don’t know our clients well enough.”

To read more and get some helpful tips, click here for the link to the article.

Consumer Spending in U.S. Unexpectedly Declines

Consumer Spending in U.S. Unexpectedly Declines

Link to article. 


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