March 2024
New NextGen Conejo Group Launching!
Are you new to networking or looking to build professional relationships? Interested in business development to progress in your career? Join us on March 12th from 5:30 pm – 7:00 pm at Morton Wealth in Calabasas for the launch of our NextGen Conejo Group. This group will focus on relationship building, career growth, and creating memorable experiences that leave a lasting impression.
To RSVP, please email Linda Weg at [email protected]
Join us and start building your professional network today!
E1 East Valley discussed when a trust is needed vs. a will, how to encourage confidence in your employees, and the importance of mentoring—how our experience can impact the next generation.
E1 Santa Monica is our newest Echelon Group! Vanessa Ting and Chris King gathered professionals of the highest caliber to kick off our new Santa Monica group. Attendees discussed the goal of everyone playing a key role in elevating their fellow group members’ businesses to the next level. The event and group were described as “transformational” and “inspiring!”
NextGen Calabasas members discussed the advice they frequently give clients based on lessons learned from another client’s mistakes or unforeseen problems.
E1 Agoura/Westlake members discussed navigating the landscape of and how to embrace artificial intelligence.
E1 Valley Trust & Estates Group had a fascinating case study presented by Adam McArthur, CFA, ASA, ABV, MAFF. Attendees were given the opportunity to share their opinions and suggestions on this complex case. Their mastermind approach allowed them to listen to everyone’s insights and gain a comprehensive understanding of the matter at hand.
Jessica Liu
Attorney — Bacosa Family Law
Jessica Liu is a seasoned attorney dedicated to helping families find amicable resolutions to high-stress, emotionally charged situations. Starting her career with antitrust cases, Jessica quickly realized her passion was for helping nonprofits, families in crisis, and unrepresented clients.
Matt Heller
Founding Partner — Willner Heller LLC
Matt Heller is a founding partner of Willner Heller LLC, a private wealth management firm in Encino, California. Founded in 2003, Willner Heller manages customized portfolios of equity and fixed income instruments for a variety of clients, including families, corporations, non-profits, and foundations.
6 HR Trends for 2024
By Donald Jones
In order to keep up with the changing expectations of organizations and employees in today’s market and economic conditions, HR professionals must be able to adapt.
Donald Jones, President of DMJ Insurance Services, Inc., is knowledgeable in many areas of national employee benefits. DMJ Insurance Services offers a comprehensive Benefits Outsource Program that eases the burden of HR department compliance.
- Echelon Women’s Group Regular Monthly Meeting — March 7
- SAVE THE DATE: ACG 101 Young Professionals Kick Off Social — March 7
- NextGen Calabasas Regular Monthly Meeting — March 13
- E1 Santa Monica Regular Monthly Meeting — March 14
- E1 West L.A. Regular Monthly Meeting — March 18
- E1 East Valley Regular Monthly Meeting — March 19
- E1 Calabasas Regular Monthly Meeting — March 19
- E1 Warner Center Regular Monthly Meeting — March 20
- SPECIALTY GROUP — Tax Matters — March 20
- E1 Agoura/Westlake Regular Monthly Meeting — March 21
- E1 Valley Trust & Estates Regular Monthly Meeting — March 26
“I highly recommend becoming an Echelon member. Personally, I greatly enjoy the many social opportunities Echelon provides as well, as a way to broaden my relationships in a social setting. And I would say one critically important aspect when someone is considering joining Echelon is that they can help start—or expand upon—a member’s social media presence. Through a variety of media opportunities, including a print magazine, blog posts, video recordings, and a public facing website—these all work in tandem to create a huge advantage to start to broaden your social media presence.”
Melissa Phillipp-Himes E1 Warner Center
E1 West L.A. Member Robert Klein will be getting
married this year on May 18th!
Congratulations from your family at Echelon!