• 25 APR 18
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    April 25, 2018 – Meeting Minutes

    April 25, 2018 – Meeting Minutes

    Leader: Carol Kearney

    Attendance: 17 members, 1 guests

    Spotlighter: Ken Shall

    On Deck:  Andrea Keith

    Action Points:

    • For those of you using the app, we really need you to “login” using a google email or dropbox account.  This doesn’t give the app any permissions, it simply designates your device as yours.  If you hit the “sync” button in the bottom right corner, and you get an error message, your phone will no longer be updating information into the system (so Lisa won’t be tallying your data).  Please reach out to me if you have any issues.
    • Our first social of the year will be May 16th.  Please invite guests through the Facebook Event.

    Spotlighter: Ken Shall

    • Grew up in Pittsburgh area
    • Was paid to do tax returns at 14 years old
    • Drove a tow truck from age 16 – 20
    • Enjoys working on cars: had a 74 ½ Mustang and a 76 Torino
    • Enjoys bowling, theater, golf, and carpentry
    • Joined the Air Force and spent 22 years with them.
    • Started in the Financial Services industry in 1999
    • Switched from ING Financial to First Financial Group in 2004
    • Moved into management position in 2010 and had to commute to Bethesda
    • 2015 adopted his 4 kids from Poland
    • 2016 moved back to full time advisor located in Reston


    • Ken has a passion for what he does
    • He uses his experience in adult education to help clients understand the steps we are taking to improve their current and future financial outcomes
    • Ken puts himself in YOUR shoes, with YOUR money, and HIS knowledge
    • 4 Pillars to Financial Success
      1. Protect First
      2. Cash Flow
      3. Assets
      4. Liabilities
    • Ken is the General Manager for your life
    • Using the Living Balance Sheet to access your financials.
    • How can you Refer Ken?
      1. Learn what I do firsthand
      2. Rollover, Rollover, Rollover: too many people leave accounts with old companies
      3. Anyone complaining about the Stock Market
      4. Ask, Ask, Ask

    Upcoming Events:


    Leila from Foxbridge Communications – Karen is showing her the ropes.

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