April 2025
Refresh, Refocus, Recommit. Spring Cleaning for Your Brand!
As we walk into a new season, it’s the perfect time to refresh, refocus, and recommit to the values that drive you and your business forward. If your company champions environmental responsibility, now’s a great moment to showcase that commitment and inspire others in your group. Think of it as a little spring cleaning for your brand. Clear out the old, bring in the new, and set yourself up strong for the next quarter. Let’s keep growing together. Share your story, your impact, and let Echelon cheer you on!
E1 Echelon Elevate B2B Santa Monica had a great meeting last month at Kind Grounds Coffee. They kicked off their meeting with discussing their coffee of choice and when each of them started drinking caffeine. They also talked about what the worst sales pitch they’ve ever gotten was, what were some of the best and worst emails, newsletters, or LinkedIn reach outs they’ve received, what resonates with each of them when starting to build relationships, and finally, they closed out the meeting with their current work situation and their dream networking scenario. Some answers included boats, swimming, pickleball, golf, and simple dinners and drinks. Members at this meeting included Connor Wilhelm, James Edwards, Brandon Firby, Tom Jew, Jordi Pujol, and Randy Miller. Lesson of the day from Tom: Bringing others up does more good than highlighting yourself.
E1 Warner Center discussed what personal or professional goals were completed in 2024, and what’s on tap for 2025. They also shared with each other the scariest thing each of them have done for fun!
E1 Woodland Hills chatted about family ties in business (running a business and owning a business with family members) as well as what family tie brought you to who you are today professionally. Members at this meeting included Roshan Ghaznavi, Mike Landau, Lee Miller, Randy Miller, Randy Snyder, Brad Kraines, Frank Taylor, Kim Millman, David Oberg, and Jerri Hemsworth.
E1 East Valley discussed several topics including:
- Since January 20th with all of the executive orders, how has it affected your business or how do you expect it to affect your business? Good or Bad? What about some of the socioeconomic impacts?
- Legal pause with the Corp Transparency Act.
- Status of Gift Tax.
- DEI – further impact of the teardown of these programs
- Fire – Recovery
- Current Constitutional Crisis
- option for 403B benefit for non-profit businesses.
E1 Agoura/Westlake talked about time management and being more directed, efficient, and balanced.
NextGen Encino discussed Elevator Speeches and breaking through the clutter.
March’s Wine & Whiskey Tasting: IRISH WHISKEYS
Our March Wine & Whiskey evening was a spirited success that was kicked off with a heartfelt toast from Brian Hemsworth, paired perfectly with a moving Tullamore Dew Irish Whiskey ad set to The Parting Glass. Guests enjoyed a rich tasting experience featuring a carefully curated selection of Irish whiskeys, including: Jameson Black Barrel, Kavanagh Irish Whiskey, and O’Neill’s. Great conversations, new connections, and a warm sense of community made it a night to remember!
Join us at our next Wine and Whiskey Tasting in May, where great spirits and wine meet even better networking.
Expand Your Reach!
Share your insights and expand your reach! Don’t miss the chance to spotlight your expertise and inspire others on an Echelon Podcast.
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Meet the Member
Robert Grossman—Black Diamond Leadership
A natural born leader and, one might say, philosopher, Robert Grossman of Black Diamond Leadership takes us on a journey through his own life experiences to show us why emotional mastery and psychological safety is so important in the workplace.
New California Law Expands Opportunity to Avoid Probate of a Family Home
By Jennifer Felten
California’s AB 2016 will modify the small estate declaration procedure by increasing the value limits for applicable estates.
READ HERE
Jennifer Felten, Esq. is the principal owner of RELAW, APC, a boutique real estate law first specializing in Escrow Title and Brokerage Law, Real Estate Development, Estate Planning and Probate. She has worked in the real estate industry since 1993, both on the transactional side as an escrow officer, and now as an advisor and litigator on the legal side. Currently she is licensed as an attorney, notary, and real estate broker.
Want to write your own blog post?
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Jill KasenE1 East Valley — The Financial Destination Group
Exciting News! Jill Kasen, E1 East Valley Member, is having a ribbon cutting event with the City of Burbank Chamber of Commerce! This will take place on Thursday, April 17th at 1:30PM at The Financial Destinations Group (3500 W. Olive St., Suite 560, Burbank, CA) Congratulations, Jill!
De Ivett
E1 East Valley — 5D Spectrum
De Ivett, Member of the E1 East Valley Group, is launching an app to help donors connect with fire-affected musicians. Stay tuned!
- NextGen Calabasas Valley Regular Monthly Meeting — April 9
- Echelon Elevate B2B Santa Monica Regular Monthly Meeting —April 10
- E1 East Valley Regular Monthly Meeting | NEW LOCATION— April 15
- E1 Trust & Estates Regular Monthly Meeting — April 15
- E1 Warner Center Regular Monthly Meeting — April 16
- E1 Encino Regular Monthly Meeting — April 16
- Tax Matters Specialty Group Meeting | Profitability — April 16
- E1 Agoura/Westlake Regular Monthly Meeting —April 17
- E1 West L.A. Regular Monthly Meeting —April 21
- NextGen Encino Valley Regular Monthly Meeting — April 23
