December 2024
We’re wrapping up 2024!
As we wrap up the year, we just want to say how grateful we are for each of you. Your support, collaboration, and energy are what makes Echelon truly special. Together, we’ve built a community of collaboration, growth, and shared success. We look forward to an even more impactful year ahead, filled with new opportunities and connections.
Wishing you a joyful and safe holiday season and a rewarding New Year!
E1 East Valley shared highlights from their year-end goals! Joseph Kim shot a low of 85 at Rustic Canyon golf course, surpassing his goal of shooting a 90. Alex Bruno has made a commitment to add running back into his physical fitness activities. Jill Kasen is diligently working on a new book project and is planning to self-publish it in the new year – stay tuned! Continuing their DEI discussion, they concluded that generational differences may pose the biggest diversity issues in the future.
E1 Agoura/Westlake had a truly impactful meeting last month. In the Thanksgiving spirit, they expressed gratitude for both their personal and professional blessings, emphasizing the value of their interpersonal relationships as invaluable assets. Their discussion centered on leveraging LinkedIn to cultivate connections and broaden their communities. The session left them feeling rejuvenated and motivated, ready to embrace the day and the upcoming Holidays with renewed enthusiasm.
E1 Trust & Estates discussed how to differentiate yourself from competition and how to stand out in a 30-second introduction.
E1 Warner Center talked about 2025 meeting content and topic ideas.
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
Jon Wingent—Morton Wealth
Join us for an engaging and compelling conversation with Jon Wingent, a knowledgeable wealth expert whose journey from the UK to Southern California led him to a transformative role at Morton Wealth.
Meet the Member
Todd Gillman—Gillman Strategic Group
Todd Gillman, co-founder of Gillman Strategic Group, shares with us his evolution from practicing law into legal recruiting, specializing in lateral partner placements, and finding harmony in music, community, and determination. He also leads the band Dads of Distortion, listen to this episode to find out where you can go to hear them play!
Bosses Bearing Year-End Gifts
By Gary Weiss
Hey IRS, that is a gift from my boss, what do you mean it is taxable?
READ HERE
Gary Weiss is a graduate of the Marshall School of the University of Southern California who founded and operates a boutique accounting firm. Visit Gary Weiss CPA.
“I’d say a big benefit to being an Echelon member is primarily the smaller size of their gatherings, where you can share more intimate knowledge and easily build new relationships with your fellow members. Plus, their members are fun! I’d tell anyone who’s not a member they’re missing out…the benefits that Echelon provides are just not available in other groups.”
–Adam McArthur | E1 Trusts & Estates Group Moderator
- E1 Encino Regular Monthly Meeting — December 4
- Echelon Women’s Group Regular Monthly Meeting — December 5
- NextGen Conejo Valley Regular Monthly Meeting — December 10
- E1 Santa Monica Regular Monthly Meeting — December 12
- E1 West L.A. Regular Monthly Meeting —December 16
- E1 East Valley Regular Monthly Meeting — December 17
- E1 Trust & Estates Regular Monthly Meeting — December 17
- E1 Warner Center Breakfast Meeting — December 18
- E1 Agoura/Westlake Holiday Lunch— December 19
