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Presidential Transition + “Align your Resources & Finances with Your Values!”
October 15, 2019 @ 5:30 pm - 8:00 pm
TOPIC: Align Your Time, Resources & Finances with Environmental & Social Values!
Pivotal & Actionable Steps for Alignment and Results:
* Source Companies that are Socially Responsible
* Effectively Set and Achieve Financial Goals
* Manage your Time to Result in Increased Revenue
* Learn How to Make your Resources Work For You
* Health and Long Term Care that Saves You Money
MEET THE PANEL:
1) Phillip Kittell of Mass Mutual:
Phillip provides 31 years of comprehensive knowledge and experience in business tax advantage planning, asset and income protection for both individuals and businesses and Long- Term Care strategies. Phillip addresses his client’s needs with a holistic perspective by aligning himself with some of the top trusted advisors (estate and business attorneys, CPAs and financial advisors), in the community. Collectively they assist their client’s in achieving their financial goals and objectives utilizing an open architecture accessing a wide variety of insurance carriers and financial institutions.
2) Paul Cholak of Get Insurance Anywhere & Control Your Heathcare Costs
Paul has an extensive background in employee benefits, employee wellness, executive compensation, and corporate management He’s been chief human resources officer of a number of Fortune 50 companies, a Partner with Bain and Company, one of the foremost strategic consulting firms and has also been the CEO and COO of a number of companies. Although he’s a licensed insurance agent he focuses on offering both insured and non-insured products that address personal health, wellness, and well-being and that result in reducing the cost of healthcare. He believes that people must first achieve personal health and well-being before they can address the issue of financial health and well-being.
3) Greg Myseko of Merrill Lynch:
Greg has managed investments at major national firms for 35 years in LA, NY, and London, then Boca since 1992. He earned his CIMA designation at Wharton and has lectured at national conferences, focusing on portfolio construction, the psychology of decision making and avoiding investment errors. He earned his Level 3 WSET designation and is Chief Judge of the American Fine Wine Competition. Greg and his wife of 37 years, Leslie, have three children including Liz, a Boca HCC member. See Liz for fantastic, healthful kitchen tools.
Connect with Holistically minded individuals in a professional community! The Holistic Chamber of Commerce is an international organization with 63 chapters throughout Canada and the United States!
HCC is a phenomenal community to connect in person to others who exercise a holistic mindset. This is not specific to holistic health, but is a home for all people who strive to connect to community, who desire to be conscious of the environment, who prioritize a healthy relationship of self/others/business/finances – essentially all individuals who are mindful of the integration with all aspects of life.
The more people who come together with a collaborative mindset, the more we can accomplish together as a community!
Meetings are the 2nd Tuesday of the month (except for our October event which is Oct 15!) at The Pavilion Grille off Yamato and Dixie, from 5:45-8pm.
There is mingling and networking at the beginning of the evening, the organized activities begins at 6:15, with a speaker or panel of speakers for an hour, concluding at 8pm.
Pavilion Grille also happens to have live music and dancing every Tuesday night at 8pm, which is a nice excuse for guests at HCC events to stay afterwards to further connect!
For membership details, click here: https://holisticchamberofcommerce.com/page/membership
For the Boca HCC Website, click here: https://holisticchamberofcommerce.com/HCCbocaraton
To apply for a membership, click here: https://web.membernova.com/305558/form/member-application
Is the venue easy to find?
The venue building is on the NorthEast corner of Yamato Rd. and Dixie in the tall glass building. Park in the parking lot or parking garage at your convenience and come in either through the front (facing North) or side (facing East) doors into the main lobby of the building. Pavilion Grille is located in the atrium of the building, you will see the Boca HCC check-in table upon entering the hostess and lounge area.
What food is available?
Full restaurant – american and continental menu with vegan and gluten free options provided for purchase, as well as a full cash bar.
What is the itinerary?
5:45-6:15 pm: Holistic Engaged Networking and full cash bar. Attendees are welcome and encouraged to order food and eat in the lecture room at Pavilion Grille.
6:20 -6:26 pm: Senior VP, Rebecca Kallaus, welcomes the Attendees and thanks Pavilion Grille with Announcements for Member Profiles, Member Door Prizes and Introduces President Rene’ Stern.
6:27 – 6:44 pm: President Rene’ Stern: Chapter Announcements, Recognition of New Members, Local Green Member Announcements.
Presidential Transition Ceremony
Introduction of Jay Gelfand, Member Ambassador as Panel Moderator & Panelists
6:45 – 7:40 pm:
3 VIP Expert Panel Speakers:
1. Phillip Kittell, Mass Mutual, www.advisors.massmutual.com/phillip-kittell, 561-990-6212
2. Paul Cholak, Health Excellence Plus, http://holistichealthexcellence.com, 877-734-3884
3. Greg Miseyko, Merrill Lynch, email@example.com, 561-445-2114
7:40 – 7:57 pm: Q&A from the panelists.
7:58 – 8:00 pm: ADJOURNS MEETING by President Rene’ Stern and directs those interested to our Membership Table for wanting to join. Let’s move into the main dining room to continue networking, order dinner and dance to LIVE music!!
AFTER 8:00 PM – DANCE TO LIVE MUSIC at Pavilion Grille! Boca HCC Members are waived from the door entry fee ($10 value) as a “Thank You” benefit! Bring your favorite dancing shoes…
Save The Date
Please add your next meeting Date and Time (100 character limit)Nov. 12th, Tuesday 5:45 – 8:00 pm TOPIC: 3 Expert Panel Speakers (TBA)