• 12 JUL 17
    • 0
    July 12, 2017 – Meeting Minutes

    July 12, 2017 – Meeting Minutes

    Leader: Carol Kearney

    Attendance: 23 members, 7 guests

    Spotlighter: Ken Shall

    On Deck: Jim Looney

    Action Points:

    • The Potomac Promoters App is up and running again.  Please look for directions for the app in your email.
    • Take the time to become GREEN CERTIFIED!!!!  Please fill out the Green Business Challenge – Its FREE –> CLICK HERE

     

    Spotlighter: Ken Shall – First Financial Group

    • Registered Financial Planner
    • in the industry for 18 years and with FFG since 2002
    • What sets them apart is that they look at every aspect of your financial world
    • Four main things to focus on (and too many people focus on only one of them)
      • Protection first – if you double your assets but then have a car accident and get sued, how good of a financial planner was I?
        • umbrella, disability, life insurance
      • Cash Flow – how to go about buying a house, saving money to better invest,
      • Assets – minimal risk, maximize tax advantage
      • Liabilities – reduce taxes,  eliminate debt, mortgage selection
    • Ken is your Financial General Manager, helping you work with others to maximize your benefits.   You don’t want to leave you future in the Financial Junk Drawer.

    Upcoming Events:

    Guests:

    Other guests include:

    • Judy Brittle – President of Sterling Rotary
    • Laura Buckmann
    Leave a reply →

Photostream