February 2024
Did you know we can now record your Echelon podcasts remotely? Don’t miss out on marketing yourself and schedule your recording today in-person or virtually!
CLICK HERE to schedule your recording.
If you’re interested in attending an Echelon event, or joining one of our meetings, please email Linda Weg ([email protected])
E1 Valley Trusts & Estates had an insightful meeting last month led by Adam McArthur, CFA, ASA, ABV, MAFF that focused on a topic that all professionals can relate to – dealing with difficult clients, beneficiaries, advisors, and disowned children. Adam encouraged attendees to peel back the onion and share their experiences with challenging clients, leading to a deeper discussion on how to effectively handle these situations. The meeting also emphasized the importance of introducing oneself on a granular level.
Wine & Whiskey Specialty Group tasted Red Wine Blends presented by Matt Coletta and hosted by Steve Weber at HW Premier where guests tasted several delicious bottles and enjoyed great food sponsored by Crossroads Kitchen.
NextGen Calabasas members discussed how they are adjusting to shifts in the world and/or their industries by updating or adding service offerings to keep up with the changes, and also shared some of their favorite moments from 2023 and the things they are most looking forward to in 2024.
E1 Agoura/Westlake members talked about the book Compete Every Day which focused on competing with yourself.
Nicole Moser
Co-Founder — FOR•GE Advisory
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.
Meet the Member
Adam Grant—Attorney and Shareholder of Grant Shenon
Ultraman World Champion. Ironman. Lifelong learner. A fierce litigation lawyer, Adam Grant has made a name for himself in and out of the courtroom. He specializes in cyber liability, digital privacy, business litigation, real estate and construction law with over 27-years of experience.
Nurturing Success: Unleashing the Power of Social MEdia for Service-Based Businesses
By Nicole Moser
In today’s dynamic digital landscape, leveraging social media has become a game-changer for service-based businesses aiming for sustainable growth.
Co-Founder of FOR•GE Advisory, Nicole Moser believes that all businesses should have accessibility to resources for growth and success so that they can FOR•GE their dreams into a reality.
Renting Your Home Tax-Free for Filming
By Gary Weiss
14 Days of Tax-Free Income? Finally, my boat — I mean yacht — can pay for itself!
Gary Weiss, founder of Gary Weiss CPA, founded and operates this boutique accounting firm dedicated to bring high-quality tax preparation, planning, and resolution services to individuals, small businesses, and more at an extremely affordable price.
- E1 Woodland Hills Regular Monthly Meeting — February 7
- E1 Encino Regular Monthly Meeting — February 7
- NextGen Calabasas Regular Monthly Meeting — February 14
- E1 Agoura/Westlake Regular Monthly Meeting — February 15
- SAVE THE DATE — New E1 Santa Monica Group Mixer — February 15
- E1 East Valley Regular Monthly Meeting — February 20
- E1 West L.A. Regular Monthly Meeting — February 20
- E1 Calabasas Regular Monthly Meeting — February 20
- E1 Warner Center Regular Monthly Meeting — February 21
- SPECIALTY GROUP — Tax Matters — February 21
- E1 Valley Trust & Estates Regular Monthly Meeting — February 27
- SPECIALTY GROUP — Wine & Whiskey — February 28
“I appreciate the marketing experience Echelon brings to the table and how they go about promoting their members. Their ability to help create a brand or market and promote your firm is exceptionally valuable. Also, while I’ve known a lot of their members previously, I am certainly looking toward to meeting their newer members at future Echelon Events.”
–Heath Goldman E1 Valley Trust & Estates