August 2024
Welcoming the new group NextGen ENCINO!
We’re thrilled to announce the launch of our third NextGen group—NextGen Encino! Designed for professionals 45 and under, this group will focus on relationship building and advancing your career through impactful connections. Stay tuned for more details on meeting dates and times.
To get involved, please email Linda Weg at [email protected]
Join us and grow your professional network!
NextGen Calabasas discussed the following topic: “Even though you are a [insert job title] what do you consider to be your expertise? What is the unique thing that you bring to your colleagues or clients?” They also welcomed new NextGen Member Jordan Shapiro.
E1 East Valley took the opportunity to do a 1/2 year check-in on personal and business goals for 2024. Personal goals included health and fitness activities and work-life balance at this stage of their careers. Business goals included succession planning and team development.
E1 Agoura/Westlake discussed the benefits of LinkedIn and how to set up your profile on LinkedIn to attract more attention.
The Echelon Radio Podcast has more than 1000 downloads!
Thank you to everyone who has joined us as a guest on the podcast and of course, everyone who has listened and shared our episodes!
Check out one of our 50 published episodes today
wherever you get your podcasts or at EchelonBizDev.com !
Meet the Member
Rosanna Savone—Savone Law
A storyteller at heart, Rosanna Savone brings us on her journey that has influenced her fascinating intersection of estate planning and intellectual property law.
How She Got Her Start
Thao Truong—Morton Wealth
Thao Truong, wealth advisor at Morton Wealth, shares her story of how her journey into wealth advising began. Who was her mentor into wealth advising? What is Herself? How has her journey enforced the importance of financial literacy and of self identity? Listen to how Thao got her start.
We launched the new group NextGen Encino with a mixer hosted by Mark Fishman of Actuaries Unlimited. It was great to have everyone come out and support the new group! Looking forward to having such dynamic and fun professionals in the group!
Photographed from left to right is Kristen Rector, Miles Rader, and Linda Weg.
Marketing Guide for Businesses During Election Years
By Nicole Moser
Election years bring unique challenges for businesses navigating the advertising landscape. With an estimated $10 billion projected to be spent on political ads in 2024, the competition for ad space and consumer attention will be intense. This guide provides practical strategies to help your business adjust its marketing plan and ad spend effectively during this busy period.
Nicole Moser is Co-Founder of FOR•GE Advisory, helping small business owners and non-profits achieve greatness through strategy, funding, and marketing to bring GREAT ENDEAVORS to life and business.
NEWSFLASH: Cannabis Slips From the #1 Spot to #3. Taylor Swift is Once Again #1
By Gary Weiss
There are machinations afoot that will ease the significant financial burden of dispensaries. Have you ever heard of IRS Section 280E? Well, now you have. Then, you ask-or should-if you are reading this, “What the hell is Section 280E anyway? Do I really are about more information about marijana?”
Gary Weiss founded and operates a boutique accounting firm dedicated to bringing high-quality tax preparation, tax planning, and tax resolution services to individuals, small businesses, small nonprofits, and more at an extremely affordable price.
- Echelon Women’s Group Regular Monthly Meeting —August 1
- E1 Woodland Hills Regular Monthly Meeting— August 7
- E1 Encino Regular Monthly Meeting—August 7
- E1 Santa Monica Regular Monthly Meeting —August 8
- Herself Real Estate FAQ & Happy Hour — August 8
- NextGen Conejo Valley Regular Monthly Meeting — August 13
- NextGen Calabasas Regular Monthly Meeting — August 14
- E1 Agoura/Westlake Regular Monthly Meeting — August 15
- E1 West L.A. Regular Monthly Meeting — August 19
- E1 East Valley Regular Monthly Meeting —August 20
- E1 Calabasas Regular Monthly Meeting — August 20
- E1 Warner Center Regular Monthly Meeting — August 21
- Tax Matters Specialty Group Regular Monthly Meeting — August 21
- E1 Valley Trust & Estates Regular Monthly Meeting —August 27
- Wine & Whiskey Specialty Group Regular Monthly Meeting — August 28
