BNI - Leaders Chapter

Another great BNI meeting today. Our Featured speaker was Armando J Merino from Seven Bridges Wealth Advisors. He walked us through the Six-step financial planning process.

1. Identify Goals and Prioritize Objectives
2. Gather Information
3. Analyze Information
4. Propose Recommendations
5. Take Action
6. Track Ongoing Progress

For all your planning and wealth management needs you can reach him at 845-454-3021 or [email protected]

Congrats to last week's top banana winner Sean Regan!
Sean from Perfect Balance Bookkeeping specializes in working with non for profit organizations. If you're a non for profit that needs bookkeeping services, reach out to Sean at 845-392-0948.

It's almost graduation time! These yard signs are a great way to share that great news! Jerry from Safeguard can help you customize a yard sign for your graduate!
Jerry had been helping families and businesses with all their printing and promotional items for the past 40 years!
Call Jerry at 845-453-7101 or shoot him an email at [email protected]