The "We Mean Business" BNI Group

Thursday October 25th, 7AM.

Steven Troccoli

Steven J. Troccoli, MBA, ChFC^®, CFS^®, CRPC^® | Financial Advisor
An Ameriprise financial Services^® practice 
 
NYC Phone: 212-977-3111 Fax 212-977-4888
Westchester Phone: 914-968-1234
 
Email: steven.j.troccoli@ampf.com

The Financial Planning Process:

-Develop a clear picture of your current financial situation by reviewing your income, assets and liabilities and evaluating your protection coverage, investment portfolio, tax exposure and estate plan.

-Establish and prioritize financial goals and times associated with the achievement of them.

-Implement strategies that address your current financial weaknesses and build on your financial strengths

-Choose specific products and services that are tailored to meet your financial objectives.

-Monitor you plan making adjustments as your goals, time frames and/or circumstances change.

Filed under: We Mean Business BNI | Comments Off on Speaker of the Week

Thursday October 18th 7AM

Ivan Meisner

Gift Finders International.

Imprinted promotional products and apparel.

Ivan will be speaking about the impact promotional products have on business and organizations as well as showing some of the products that can be utilized to promote your business.

Filed under: We Mean Business BNI | Comments Off on Speaker of the Week

Thursday October 4th, 7AM

Marilyn Fogelman
CPA/Elderly Care Attorney
914-245-1232

Marilyn will discuss new taxes that were initiated in 2012 and possible tax increases for 2013.
Compliance audits: the difference between desk audits vs personal apearance audits. Also, how to file a sales tax audit correctly and obtain the maximum benefits.

Filed under: We Mean Business BNI | Comments Off on Speaker of the Week