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Young Alumni :: Lunch and Learn Speaker Series :: Managing Your Assets and Investing to Build Wealth, with Jedidiah Collins, CFP, Thu 3/11, 12 Noon PST

$10.00

Members: $0 Non-members: $10

 

 

The Wharton Club of Southern California is proud to present an event specifically for young alumni (Wharton classes 2010 through 2024, undergraduate, graduate, and Executive MBA).  While the event is targeted at young alumni, all Wharton and Penn alumni and non-alumni of any age are welcome to attend.  Discount applies for paid members of The Wharton Club of Southern California.

Topic:  Managing Assets and Investing to Build Wealth

Speaker:  Jedidiah Collins, CFP, is a former NFL player, Amazon best-selling author, podcaster, and adjunct professor at Washington State University.

Description

The Wharton Club of Southern California is proud to present an event specifically for young alumni (Wharton classes 2010 through 2024, undergraduate, graduate, and Executive MBA).  While the event is targeted at young alumni, all Wharton and Penn alumni and non-alumni of any age are welcome to attend.  Discount applies for paid members of The Wharton Club of Southern California.

Topic:  Managing Assets and Investing to Build Wealth

Speaker:  Jedidiah Collins, CFP, is a former NFL player, Amazon best-selling author, podcaster, and adjunct professor at Washington State University.

Jed is a passionate advocate for greater financial awareness and is on a mission to empower young professionals how to USE money (Understand, Strategize, Efficient) to manage their assets and invest to build wealth.  Jed will speak on the topic of financial planning and personal finance for young alumni professionals.  He will answer the question, “As young alums entering or re-entering the workforce after graduating from Wharton, how do we manage our assets and invest to build wealth?”.  For more details about the event, click on EVENT DETAILS tab.

Date:  Thursday, March 11, 2021

Time:  12 Noon – 1:15pm PST

Jedidiah Collins CFP® is a former NFL player, Amazon best-selling author, podcaster, and adjunct professor at Washington State University who after being cut 12 times became the #1 Fullback in the NFL. He took many principles and behaviors away from the game of football but was also faced with the reality of how unprepared he was for the financial opportunity of professional sports. This dilemma drove him to study for his Certification in Financial Planning® while he was still playing in the NFL.

Transitioning away from football, Jed knew he would pursue real life experience with his CFP® and went to work in Wealth Management. Although a great career, Jed quickly discovered helping the wealthy was not his passion. His passion was delivering financial wellness workshops for those at the beginning of their financial journey, not the end.

The Money Vehicle workshops, best-selling book Your Money Vehicle, and virtual course are on a mission to empower young professionals how to U.S.E. money (Understand, Strategize, Efficient).

Jed is a passionate advocate for greater financial awareness and has worked closely with countless individuals in the hope they begin to own their financial futures.

Jed received his BS, Accounting, from Washington State University in 2008, a BMEP Real Estate certificate from The Wharton School in 2013, and a Business Management and Entrepreneur certificate from Harvard Executive in 2012.

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Event Details

Presentation:  First 60 minutes (50 minutes for presentation, 10 minutes for Q&A)

Networking:  Last 15 minutes - Breakout rooms following presentation and Q&A session (15 minutes)

Cost:  Free for Paid Members of The Wharton Club of Southern California, $10 for non-members

Moderated by Bill Lazor, WG'87

Bill Lazor, VP Membership

Date: 03/11/2021

Start time: 12:00 p.m. PDT

End time: 01:15 p.m. PDT

Venue: Online event

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