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.
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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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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
Start time: 12:00 p.m. PDT
End time: 01:15 p.m. PDT
Venue: Online event
The 2020’s started out with a crazy thing called Covid. What will history say about this time period? Certainly, history will report that Covid-19 changed the way the world works, the way we think about inter-connections, and the way we connect with each other. Despite these changes, some things remain the same. We still need relationships and we still need to connect. Join us on Wednesday evening, October 21, 2020 from 6:00 pm – 8:00 pm as we explore the brave new world of networking and building relationships in a virtual world.
This event is exclusively for the alumni of the fifteen
Business Schools that comprise the OCMBA, and their guests.
Questions about the event? Contact one of the hosting OCMBA liaisons:
Anthony Agoni (Columbia – CBS) at email@example.com or
Karen Hernandez (Harvard – HBS) at firstname.lastname@example.org or
Jerry Hartanto (Michigan – Ross) at email@example.com
OCMBA is a network of the Orange County / So Cal alumni chapters of fifteen leading Business Schools.
Learn more at www.OCMBA.com or join the OCMBA LinkedIn group if you graduated from one of the participating Business Schools.
Marketing Mondays is a tri-weekly group for Wharton alumni working in marketing. In each one-hour Zoom meeting, we will discuss the current issues we are facing in marketing and help each other access the resources and connections we need to be successful.
Marketing Mondays is led by Dan Smith W ’86 and UCLA MBA ’90.
We will email the Zoom link to attendees the morning of the event.
Wharton So Cal members: FREE
What impact will the new U.S. government, the evolution of the COVID pandemic and shifts in the economy have on investment opportunities in 2021 and beyond? Find out as renowned investment professional Mark Kiesel of PIMCO shares his perspectives on the market once again with OCMBA, followed by a question and answer session. If you’ve attended any of Mark’s previous presentations to OCMBA, you know you’ll leave with many useful insights that you can apply to your investment strategy for the coming year and beyond.
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