2/3/2026 - General Meeting #1 Introduction, Finance Overview

2/10/2026 - Private Wealth Management Panel

• Led by Sam Bloom, Financial Advisor at UBS

2/17/2026 - TBA

• TBA

2/24/2026 - Business Law Panel

• Led by Securities Attorney

3/3/2026 - Financial Planning Panel

• Led by Shanelle Sua, Director of Recruiting, Development, and Training at Strategic View Advisors

3/10/2026 - Personal Financial Planning Panel

• Led by Jimmy Suh, Private Wealth Manager at USC Credit Union

3/24/2026 - TBA

• Led by Jenny Lee, Strategy at Crunchyroll

4/14/2026 - Stock Pitch Technical Workshop

• Led by CROs

4/21/2026 & 4/28/2026 - Capstone Project Presentation

• With guest industry panelists

Note: All GMs will be on Tuesdays from 7-8pm

E-Board Recruitment Schedule!

Applications for Available E-Board Positions will open later in the semester

Note: You must be an active member of SWS to be eligible, applications with less than 50% meeting attendance will not be considered, applications with 75% or higher meeting attendance will be preferred.