[itroundtable] WNO presents Joe Chu "Money Management" on April 20, 2015

 

WNO

 

Westchester Networking Organization April Presentation

 

The Westchester Networking Organization (WNO) invites you to our monthly meeting on Monday, April 20, 2015 at the Croton On Hudson Free Library, 171 Cleveland Drive, Croton On Hudson, NY 10520. The following is planned:

 

·         This month, Joe Chu will present “Money Management”.

·         Lew Tischler will offer brief Small Business advisory sessions.

·         Light refreshments, courtesy of Chu, Phillips & Associates, Merrill Lynch Wealth Management.

 

If you plan on coming, our meetings are free, but you must register at http://wno201504z20.eventbrite.com/. Should you discover you will be unable to attend, extend your apologies by sending us an email at wno1635@gmail.com so that we can find someone else one of our limited seats.

 

Get the most from WNO meetings:

• Bring your business cards and have them ready when you register.
• You are always making an impression. Business casual is expected.
• If you are not already a member, join our WNO Yahoo Group. Follow all instructions carefully.
• After the meeting, new members will receive an invitation to join our LinkedIn group.

April 20, 2015 – Agenda:

6:00 – 7:00 p.m.:	Registration & Open networking
7:00 – 7:09 p.m.:	Greetings & General announcements
7:10 – 8:14 p.m.:	Joe Chu presenting “Money Management”
8:15 – 8:44 p.m.:	Open networking
8:45 –	Meeting ends

 

SESSION: Money Management   Is money management on your 2015 "to do" list? If not, it should be – particularly when you are in transition. The WNO welcomes return speaker, Joe Chu, who will answer your questions on financial matters.   PRESENTER: Joe Chu   Joe Chu is Senior Vice President – Wealth Management, and heads Chu, Phillips & Associates at Merrill Lynch. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives.

 

Secure your seat. Register at http://wno20150420.eventbrite.com/. Walk-ins are welcome on a non-guaranteed first-come, first-served basis and must fill in a registration form at the front desk as well as present a business card. We have a very limited number of available seats, remember to register early.

The Free Croton Library parking lot is limited in space, please park in the back of the lot or on the street. Remember, the wise networker carpools.

We have a new website, please take a moment and sneak a peek at http://wno.weebly.com. There’s a wealth of information here for you to peruse.

 

 

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Posted by: John Rechenberg <jar1@optimum.net>

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