Posted by: JoeDeBonis | October 15, 2020

Meeting Summary — 10/15/20

Al Woller gave the presentation today about mutual funds, capital gains, and holding investments in taxable and deferred-tax accounts. Pat said he had two one-on-ones with Joe; he also said that he was meeting with Ivan after the meeting.

Posted by: JoeDeBonis | October 1, 2020

Meeting Summary — 10/1/20

Ivan gave the presentation at this morning’s Zoom meeting. Carla gave Ivan’s name to friend. Harvey has a SCORE mentee looking for studio space. Harvey said John was helpful with information for the Elks. Joe and Ken got together for lunch. Carla met with Ivan, Nicole, and Pat. Alba met with Milt. Ivan reminded us to initiate one-to-ones to educate people on how to be a referral source.

Posted by: JoeDeBonis | September 17, 2020

Meeting Summary — 9/17/20

Carla gave the presentation at today’s meeting. Milt went to the
Omega with Alba; he also met with Joe. Tony thanked Ivan for the referral.

Posted by: JoeDeBonis | September 3, 2020

Meeting Summary — 9/3/20

Alba Castano gave a presentation on cardiovascular disease at today’s Zoom meeting. Joe had one-on-ones with Pat and Ken. Ken said that Rich fixed the AC in his office. Pat said he needs to get re-certified from Alba. Pat had one-on-ones with Rich and Anthony. Gabrielle said she is doing instructional videos on her website strichlaw.com. Sam had a one-on-one with Ken. Pat thanked Gabrielle for providing the the Zoom at every meeting.

Posted by: JoeDeBonis | August 20, 2020

Meeting Summary — 8/20/20

Joe DeBonis gave a presentation about Small Business Cybersecurity and COVID-19. Ivan started today’s Zoom meeting by asking the attendees, “Why do you show up at BOB?” Visiting today was former member Eugene Teslya. Sailesh suggested that everyone connect via Linked In and Facebook. Al’s son is getting married tomorrow. Pat talked about Forenite on iPhones.

Posted by: JoeDeBonis | August 6, 2020

Meeting Summary — 8/6/2020

Tony was the facilitator of this Zoom meeting; it was lightly attended as many members were still without power after Tropical Storm Isaias. Rich said he was at Brian’s house and Ken’s office. Ken said that Rich helped with A/C in his office. Al thanked Ken for the most challenging potential client; he also thanked Gabrielle for her business. Carla thanked Joe for help with the scanner in her office. Gabrielle said that Al came up with a better annuity; she also said that Joe worked on her network and thanked Carla for her business insurance and providing ways to reduce costs. Carla said Ivan referred a real estate investor to her. Carla had a on-to-one with Ivan in the backyard. Tony and Ivan went out for mojitos.

Posted by: JoeDeBonis | July 16, 2020

Meeting Summary — 7/16/2020

Vince Deserto did a presentation on Viv bill negotiation service and how it works. Harvey thanked Rich Knapp for helping out with his air conditioning. Jennifer said that Art connected her with plumber. Pat thanked Joe for sending out an email about Outlook crashing after a Windows update.

Posted by: JoeDeBonis | July 2, 2020

Meeting Summary — 7/2/2020

Tony was the facilitator of this Zoom meeting. Nicole gave a presenstation. Harvey thanked Rich Knapp and Ivan. Rich thanked Tony. Sailesh said that Rich was at his house. Al thanked Gabrielle for sharing a referral and Milt for the referral. Joe thanked Gabrielle and Carla for thinking of him.

Posted by: JoeDeBonis | June 18, 2020

Meeting Summary — 6/18/2020

Ken did a impromptu presentation at this morning’s meeting, based on a question from Gabrielle. Carla ran today’s meeting, conducted over Zoom. Sailesh thanked Rich for fixing his air conditioning. Arnie thanked Pat for his assistance. Arnie also thanked Scott for coming over to address the snakes in his pond. Sailesh said that Ken did a refi for him. Milt had Ray working on his roof. Al spent time on the phone with Ken doing some number crunching on a refi. Pat thanked Arnie for the work and the introduction. Art gave a referral to Ivan. Sailesh mentioned his Wednesday night and Friday morning networking groups.

Posted by: JoeDeBonis | June 6, 2020

Meeting Summary — 6/4/2020

We held this morning’s meeting via Zoom. There wasn’t a presentation at the meeting. We talked about what we’ve been working on lately during our commercials. Milt said that he had Ray working on his roof.

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