October 2024
Expand Your Reach!
This is a fantastic opportunity to share your insights. Don’t miss the chance to spotlight your expertise and inspire others on an Echelon Podcast.
Contact membership@echelonbizdev.com to book your recording session and make your mark!
E1 East Valley discussed year-end goals — an ongoing conversation in addition to discussing a DEI article that they are planning to come back in October with ideas on how to properly implement DEI programs into the workplace. Click HERE to read the article they broke down.
E1 Woodland Hills had group updates on the progress of year-end goals. They also welcomed new E1 Woodland Hills member Curtis O’Shaughnessy. He was the subject of their All-on-One.
NextGen Calabasas discussed business tips they would give their clients right now with the election year and global turmoil going on. With such uncertainty happening, they asked about how they are each easing their client’s anxieties and how they reign in and manage clients with unrealistic expectations.
E1 Agoura/Westlake met with business professionals this month to discuss strategies for expanding LinkedIn influence. Key takeaways included engaging with meaningful content, building authentic connections, and consistently posting valuable insights. Emphasizing personal branding and leveraging LinkedIn’s networking tools were highlighted as essential for growing your sphere of influence.
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!
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wherever you get your podcasts or at EchelonBizDev.com !
Meet the Member
Jordi Pujol—Objective
A fitness fanatic, a knowledge wielder, and travel connoisseur, Jordi Pujol promises to broaden your understanding of the health tech industry and his journey into it. Listen to Jordi’s’ story.
Echelon’s Fall Mixer at Larsen’s
The Echelon Fall Mixer at Larsen’s Steakhouse in Encino brought members and guests together for an enjoyable evening of networking. Attendees connected and shared ideas in a beautiful, relaxed atmosphere to expand their professional circles. We look forward to many more engaging discussions and new connections in the future!
2024 Women’s Leadership Symposium and Awards
The day was filled with inspiring talks, networking with an incredible group of people, and celebrating well-deserved nominees and award recipients! Thank you to some of our Echelon Members for joining in a day of growth, inspiration, and connection. Shoutout to our very own Jerri Hemsworth for leading the Visionaries & Leadership panel.
What Fighting the IRS and Fighting a War Have in Common
By Gary Weiss
A.K.A. my never-ending battle with all sorts of alphabet soup government agencies defending the economic rights of the average taxpayer.
READ HERE
Gary Weiss is a graduate of the Marshall School of the University of Southern California. He founded and operates a boutique accounting firm dedicated to bringing high-quality tax preparation, planning, and resolution to individuals, small businesses, and others at an extremely affordable price.
Tax-Smart Financial Planning For New Parents
By Thao Truong
5 ways to maximize benefits for your new family member’s future. This post will discuss the different types of family-friendly investing accounts and present financial planning “hacks” to make tax-smart selections.
Thao Truong joined Morton Wealth in December 2020, and has over 12 years of experience in the wealth management business. Thao is dedicated to supporting youth and women through life transitions and closing the financial literacy gap.
“I’ve been very happy as an Echelon Member — it’s been really nice for me to have this form of social interaction which operates on such a highly personal level. With the other groups out there, it’s just about referrals and how quickly money can change hands. With Echelon, everyone treats each other as human beings who are trustworthy, compassionate, and collaborative.”
–Jessica Liu | E1 Calabasas Member
- E1 Woodland Hills Regular Monthly Meeting — October 2
- E1 Encino Regular Monthly Meeting — October 2
- Echelon Women’s Group Regular Monthly Meeting — October 3
- NextGen Calabasas Regular Monthly Meeting — October 9
- E1 Santa Monica Regular Monthly Meeting — October 10
- E1 East Valley Regular Monthly Meeting — October 15
- E1 Calabasas Regular Monthly Meeting — October 15
- E1 Warner Center Regular Monthly Meeting — October 16
- Tax Matters Specialty Group Regular Monthly Meeting — October 16
- E1 Agoura/Westlake Regular Monthly Meeting — October 17
- E1 West L.A. Regular Monthly Meeting — October 21
- NextGen Conejo Valley Regular Monthly Meeting NEW DATE — October 22
- E1 Valley Trust & Estates Regular Monthly Meeting — October 22
- NextGen Encino Regular Monthly Meeting — October 23
- Wine & Whiskey Specialty Group— October 23
