Since 2013, Michael Shafer has worked as a financial advisor for Edward Jones, specializing in retirement planning. As a retirement planner, Michael works with his clients to reach their retirement goals through advising and developing specific investment strategies.
Michael Shafer was born and raised in Long Beach with his mom and brother. He attended college at CSULB. Michael has been married for 13 years with three kids and currently lives in Seal Beach. Before becoming a financial advisor, he was handled investments for 10 years and was an elementary school teacher for eight years where he learned the teaching skills that he uses as a financial advisor.
Michael’s talk provided information into how the market is currently doing.
Please click on the video below
Next Meeting:
Announcements:
From our Business Promotion Committee: Members of the Execs, we are asking to bring at least one potential new member to a meeting within the next 5 months. If you are unable to help in this way, we kindly ask that you help us by contributing $50 towards recruitment efforts at the next social mixer.
Meetings will begin at 12pm. Please be prompt.
If you are looking to speak please let me know, I am filling the calendar for 2022
Remember to invite guests to keep our membership continually growing! I will be asking all of you information on Potential members.
Our website has been updated to send leads in real time. Click on the the "Got Leads?" button the the top right of the Execs website. Click who the lead is going to and your name and a message.
1st Classification Postings:
Clothing - Women's Lingerie/Bras
2nd Classification Postings:
Membership Postings:
Lucy's Boudoir has applied for the classification of Clothing - Women's Lingerie/Bra.
Welcome New Members:
Welcome Josh Krantz, new Executive Member for J&L Jewelry.
Other Membership News:
Membership Promotion
When you refer a new member, you can have a choice in one of two options
1. Have your dues waived for one quarter.
2. Have your dues, as well as the new members dues cut in half for one quarter.
New member has to be in good standing for the first 6 months to receive the promotion.
We have introduced two new types of membership.
Affiliate Member
• Dues are $150 per quarter
• Pays $50 initiation fee to cover badge and T-shirt expense
• Pays $18 for lunch at each meeting attended
• May give and receive leads and give classification talks
• No attendance requirement; may attend showcase and special events
• Entitled to any open classification; no exclusive classification entitlement
• Listed in roster and on web as affiliate member – classification and name only
• Not a voting member and not board eligible
• One-year limit as affiliate member; must become an executive member thereafter
Non-Profit Member
• Dues are $150 per quarter
• Pays $50 initiation fee to cover badge and T-shirt expense
• Pays $18 for lunch at each meeting attended
• May give and receive leads and give classification talks
• No attendance requirement; may attend showcase and special events
• Allows multiple Non-Profits in different categories.
• Listed in roster and on web as Non-Profit member
• Voting member and one Non
• No limit as Non-Profit member
Classification of the Month:
N/A
Advertisements/Want Ads:
Board Meeting Minutes:
EXECUTIVES ASSOCIATION OF LONG BEACH
July Board Meeting Agenda
July 11th, 2022
Location: VIA Zoom/The Grand
1:00 PM T. DiLeo ROLL CALL
PRESENT: _x_T.DiLeo (P) _x_ J. Skovgard (VP) _x_ D. Sakamoto (S/T)
H. Desh _x_ M. Loos x_ M. Garcia _ N. Whittacre _ V. Bunting
_x_ J. Beeler (PP)
Others: S. Caudillo (Executive Director) _x_
1:10 AM T. DiLeo MINUTES
· Motion to approve minutes from June Board Meeting?
· Motion: J. Skovgard 2nd: D. Sakamoto Discussion. All in favor? 6 Any Opposed? 0 Motion Passes
1:15 AM D. Sakamoto FINANCIAL REPORTS
· Motion to receive and file the financial reports for May & June?
· Motion: J. Skovgard 2nd: T. DiLeo Discussion. All in favor? 6 Any Opposed? 0 Motion Passes
1:20 AM J. Skovgard MEMBERSHIP
· Josh Krantz has decided to apply for the Executive Membership of J&L Jewelry.
· Motion to accept Josh Krantz Application to replace Jan Krantz?
· Motion: T. DiLeo 2nd: D. Sakamoto Discussion. All in favor? 6 Any Opposed? 0 Motion Passes
· Joseph Paguio is having trouble with paying his dues. A proposal was made to give him a 45 day extension to come up with payment.
· Motion to accept proposal for Joseph Paguio?
· Motion: T. DiLeo 2nd: D. Sakamoto Discussion. All in favor? 6 Any Opposed? 0 Motion Passes
· Membership attendance is out. 10 members are under 50% and have been notified.
1:20 PM M. Loos BUSINESS PROMOTION
· Making a few changes for our next happy hour event. The location will be at Ubuntu on Wednesday July 28th. (Update) Issues with scheduling event. Happy Hour will stay at Kennedy’s on July 26th. Looking to go to Jimmy V’s on Oct. 25th.
1:25 PM T. DiLeo / S. Caudillo OLD & NEW BUSINESS
· Expanding the affiliate role. Looking to create a “corporate level membership for large businesses that cant necessarily make it to a meeting but are willing to pay to promote themselves on different platforms.
1:30 PM T. DiLeo GOOD OF THE ASSOCIATION
· Comments from each member on their current evaluation of the state of the EALB.
· The next board meeting is August 8th at 12:50pm
