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What we're about
Thank you for those of you that attended the last meeting. If you missed it, we had an open discussion and gave each attendee to the opportunity to talk about what worked in 2017. I thought that the exchange of ideas were excellent!
I am really looking forward to our next event! I have heard the speaker present before and he is excellent! Please mark your calendars now for our next event! (See below.)
You can bring marketing materials to display and please consider bringing a gift for our business card raffle. It's a great way to introduce someone to your business services or products.
Doors open at 11:45 a.m. Plan to stay so you have plenty of time to network. The next lead you pass or get may be great!
ALSO - PLEASE REMEMBER TO VISIT AND "JOIN" OUR FACEBOOK PAGE. SEARCH FOR "4th THURSDAY NETWORKING" under GROUPS.
***DON'T FORGET TO JOIN OUR MEETUP GROUP!***
In addition to Facebook, we have started a MEETUP! We are using it to notifiy you of upcoming events and to get RSVPs to our meetings! Please search for the 4th Thursday Networking Group in Marlboro. Please forward this email to a friend right now! Let's see what's possible -> more networking opportunities!
(Click on the Forward Email to a Friend link near the top of the left hand column). ________________________________________
Our speaker for this meeting will be:
Topic: "Good Will Hunting - The Search for the Proper Estate Plan!" Join us for the first meeting of 2018! On Thursday, January 25th, Jason Wyatt will discuss the Dos and Don’ts of good estate planning, and cover the following issues/questions:
• “I added my daughter to my account(s).”
• “The nursing home will take my house.”
• “Should I deed my house to my kids?”
• “I can only give away $10,000 a year, right?”
• “Probate is expensive and should be avoided.”
• “I want to name both my kids as Executor because I want to be fair.”
• “I wrote everything down, do I really need a Will?” or “Should I use LegalZoom?”
• “If I’m dying, my spouse will know what to do.”
About Jason Wyatt:
Jason graduated from The Delbarton School in Morristown, NJ, and thereafter received his B.A. cum laude from Cornell University, Ithaca, N.Y., with a double major in English and American Studies, and with an informal minor in Economics. While at Cornell, Mr. Wyatt served as the Vice-President of the Cornell Economics Society, and graduated from the Cornell-in-Washington program.
Mr. Wyatt was awarded his law degree in 2005 from The Ohio State University Moritz College of Law, Columbus, Ohio, where he received the CALI Award for Excellence in Business Transactions and the esteemed Certificate in Dispute Resolution.
While attending Ohio State Law, Mr. Wyatt was a published author, board member, and editor of the Ohio State Journal on Dispute Resolution. Later, in May 2010, Mr. Wyatt earned an LL.M. (Master of Laws) in taxation from New York Law School. An LL.M. is a postgraduate law degree for attorneys.
Mr. Wyatt has been in private practice since 2005, concentrating in Wills, Trusts, Estates, Elder Law, Real Estate, and Taxation. He resides in Red Bank with his wife and daughter. Please attend and tell others about this interesting topic!
THE FIRESIDE GRILL AND BAR in Marlboro is conveniently located just off Rt. 18 on Rt. 79. From Route 18, take Rt. 79 South about 1 mile and the Fireside will come up on your left. The address is 133 South Main Street. We look forward to another great networking event at new prime location with a separate room that will comfortably accommodate us!
Each meeting will include introductions and networking time...and a short educational presentation on an interesting topic. Bring plenty of business cards. Plan on arriving early and staying late for even more networking! We haven an 'all-inclusive' buffet lunch package for $15.00, that includes lunch, tax and tip!!!
The buffet will include Soda, Iced Tea or Coffee.
Please forward this email to anyone you think could benefit from the networking and information shared within the group. Kind regards, John Kalli
Trinity Worldwide Technologies, LLC