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2013-05-09 May Event & Annual Meeting

Join us for another great set of speakers prepared by our Programs Chair, Jody Lentz!  This year's May Event and Annual Meeting will be held at the Glendale Country Club on Thursday, May 9, 2013 from 7:30 am to 11:30 am for a fulfilling meeting with your colleagues and our exceptional speakers!

As this event is also our association's Annual Meeting, please take a few moments to review Board Nominations and Proposed Bylaws Amendments.

Thursday, May 9, 2013
                    7:30am        Registration & Breakfast
                    8:00am        Program
                      - 11:30am

                    Glendale Country Club (map)
                    13440 Main Street
                    Bellevue, WA 98005
                    $15  Members
                    $25  Non-Members / Repeat Guests
                    $-0-  First Time Guests (must attend with a member)

Please call Jenna Olson at (206) 228-9351 with any questions or to make a payment over the phone.


MassMutual Financial Group
"We'll Help You Get There TM"

Have a business to showcase to our members?  Become an exhibitor!  For more information or to become a Sponsor or Exhibitor, contact our Treasurer, Michael Staeb (see Leadership page for full contact information).

Gordon Prouty
Puget Sound Business Journal

The Puget Sound Business Journal publishes news and information that is invaluable to our local business community. Our goal is to help make the Puget Sound area stronger, in an ever-competitive global economy, and we do this through our award-winning reporting in our paper each week and online every day. We play a vital role in bringing the area's leadership community together through innovative business partnerships. To this end, we host everything from leadership celebrations to industry roundtables, panels and conferencess, to nonprofit fundraisers, and more. We aim to represent the region's voice of business information and insight, in print, online and in person everyday.

"Local Business Intelligence and How to Use it to Grow YOUR Business!"

Puget Sound Business Journal's Publisher, Mr. Prouty's presentation will also include a recap of the Top 20 Stories of 2012 and what to expect for 2013.

Tom Fowler, CLU, LUTCF
Fowler Financial Group

Tom Fowler is President of The Fowler Financial Group and has over thirty years experience assisting owners of closely held corporations in business and estate planning. 

Tom is an Investment Advisor Representative and Registered Representative with Woodbury Financial Services, Inc.  He holds the Chartered Life Underwriter designation as well as a Life Underwriters Training Council Fellowship. He presided on the National Board of the National Association of Insurance and Financial Advisors as a Trustee. He is past president of the Seattle Chapter of CLU & ChFC, as well as past president of the Washington State Association of Life Underwriters. He is a Life and Qualifying Member of the Million Dollar Roundtable, Court of the Table, and a member of the East King County Estate Planning Council. He is a Fellow at Seattle Pacific University and he serves as a trustee for the Overlake Hospital Foundation. He is an honored member of the Who`s Who Worldwide Registry and is an Honored Professional of the National Directory of Who`s Who in Executives and Professionals. In addition, he served as Chairman of the Community Service Committee for the National Association of Insurance and Financial Advisors and is a past member of the Public Relations Committee for the American Society of CLU & ChFC. 

Tom has authored numerous articles regarding business and estate planning issues, is a frequent speaker throughout the country, and was the host of a weekly radio show sponsored by the Society of CLU & ChFC entitled "You and Your Finances."

"How to Talk to Business Owners So They Will Listen"
WAOIC Course Number 323554 / Provider Number 10043

Includes one (1) hour of WAOIC approved CE credit.

Frank Pietromonoco
Coldwell Banker Bain Real Estate

In Frank's own words "A lifetime of relationships and connection to the Seattle area has created my broad perspective of this amazing corner of the world.  Real estate has been an important part of that since I helped on the construction and development of our first family warehouse in 1979.  I have spent 12 years working in residential real estate with the magnificent Coldwell Banker Bain office on Bellevue Way.  Real Estate is what I do.  I look at myself as a consultant but make my living assisting my Clients in the purchase and sale of residential real estate.  And it has been an extremely good living!"

"My Disability Claim: A Real Life Story"

Frank was a successful dentist before having to leave his practice due to a disability.  He will be sharing his story with us to remind us the importance of disability insurance and validate all the reasons it is important.  Frank is now a Realtor at Coldwell Banker Bain in Bellevue, collecting on his "own occupation" rider from being a dentist.

Event Exhibitor Package – $300
(Maximum of five for standard events, eight for MDRT Day. Competitors allowed. Available to non-dues-paying members subject to board approval. Discounts available for annual sponsors.)
  • Company name in e-blast announcements and reminders for the event (with link)
  • Company name on event page during promotion (with link)
  • Company name on website main page while event is featured  (with link)
  • Display table for your signage and marketing materials during event 
  • Complimentary admission to the event for one person
  • One employee of the exhibitor may attend at member rates (except MDRT Day)
  • Recognition during the program as an exhibitor 
  • Option to speak for up to 3 minutes about your business
Event Underwriter Package – $1,300
Support our events and help underwrite the cost of great speakers!  Only three offered, one per each of 
our four CORE events, excluding MDRT Day
  • Company logo in e-blast announcement and reminders for the event (with link)
  • Company logo on website event page during promotion (with link)
  • Includes one Event Exhibitor Package for corresponding event ($300 value!)
  • Company logo on website main page while event is featured (with link)
  • Complimentary admission to the event for two guests of the “underwriter” (value varies by event)
  • Recognition during the program as providing help to underwrite the program
Have a business to showcase to our members?  Become an exhibitor or event underwriter!  For more information or to become a Sponsor or Exhibitor, contact our Secretary/Treasurer, Michael Staeb (see Leadership page for full contact information).