November 2, 2021 | Business Meeting Recap
Jewish Moment – presented by Eddie Pantiliat| Hymson, Goldstein, Pantiliat and Lohr
Asab and Isaac
Isaac takes the birthright from Asab
Don’t make rash decisions – need to ponder, consult parents, family and friends and rabbis – give important decisions the time and diligence that they need. Do not respond with knee jerk reactions
Business Moment – presented by Heather Rykowski | AIT Promotions
Who will you become
A Year from now you will be a different person
Make a list of characteristics you want to become in the year ahead instead of new year’s resolutions
What do you need to lose to become the person you want to be in 2022
Announcements
– Hanukkah Party – Hosted by Bader Family
December 2nd Thursday 7pm – 9pm
Potluck – Pareve
White Elephant Exchange
Significant others included
– Kosher recipes are needed for Shoshana’s synagogue who are creating a Kosher Cookbook
-Networking Group – OPEN
Wednesday Breakfast Club $5 a meeting on Zoom 7:30am – 9am
Attendees and 30 Second Commercials
Bruce Newman, CMIT Solutions
Cary Frumes, Life At McDowell Mountain and BeLocal
Jacob Leiferman, Leiferman Enterprises
Audrey Jung, LPC, Jung Psych Services, LLC
Lorrie Feld, AZ Realty Group
Heather Rykowski, AIT Promotions
Ira Shapiro, Raintree Wealth Partners
Michael Cohen, Barrett Financial
Eddie Pantiliat, Hymson, Goldstein, Pantiliat and Lohr
Jacquire Breger, Fine Breger Agency
Shawn Bader, FACES Orthodontics
Shoshana Roller, Abundance Of Health
Guests
Shoshana Roller, Abundance of Health, private nutrition coaching.
Speaker – IRA SHAPIRO and Assistant in attendance
IRA SHAPIRO and Assistant in attendance
Joined JBN 15 years ago
A year ago terminated relations with Wells Fargo – now affiliated with LPL Financial
Strong businesses grow during tough times
None of us are getting any younger
Have a firm where if something happened to one of them, their customers will be taken care of
One member is retiring
Cumulatively 145 + Years of investment experience
Managing about 500M in assets
Celebrated 30th year in the industry
Looking to create a multigenerational firm
Typical client – retiree making more in income than spending
Kids already grown
Bringing in more money than they are spending
Getting social security
Background is more frugal
Clients who have done the best or worst
Worst – got emotional with their investments, get scared
Time in the market not time in the market that counts
Investing in the market is volatile
Can guarantee you that the stock market is volatile
Decide as an investor to take advantage of that volatility
Best – Clients who have 401K plans
Next Meeting: November 16, 2021 Speaker: Jacquie Breger, Fine Breger Agency