Fort Wayne Chapter Happenings - March 2021

chapter-happenings-optin-header-610x138.png

Message from the President

Team FEI Fort Wayne,
There is hope.  Spring seems to be on the way. That, along with increased COVID vaccines, is making our spring and summer look a little more social. I’m definitely looking forward to the start of golf season. My league starts in mid-April and it can’t get here soon enough. There’s nothing like chasing a white ball around to kick off summer!
While our main program in March is virtual, the tour we have planned for April will be a “live” event. The Board is discussing holding some in-person events over the summer as well. Like all of you, the Board recognizes that part of the value of FEI is found in conversing with others. We will get there!
We have had some amazing programs in the new year:
Thanks to John Court for bringing us Sheila Bannister from EPIC to talk about wellness and shifting the paradigm. Allison Massari, who was trapped in a car and nearly burned to death, had quite a story to tell. Her amazing comeback story will stay with me for a long time!
Thanks to Nick Yack for bringing us PNC’s Amy Carenza and Kaley Keeley who gave us valuable information on helping our employees become wiser, wealthier, and healthier by providing good financial wellness expertise. Mike Brown was inspiring and took us out of our comfort zone for a bit. My favorite line was “We need to get comfortable being uncomfortable.” That’s not easy.
The February panel on “Business Exit Strategies – Plan for Succession" was well attended. It was a seasoned group of people sharing a lot of wisdom to help us better navigate the transfer of power as businesses undergo ownership changes.
Our February Career Development session designed to help us avoid “The Top IRA Planning Mistakes” by David Ghormley was very well done. The Secure Act, which became effective in 2020, brought many changes to retirement plans. Thank you to Kyle Farmer from Edward Jones for bringing David to us.
For fun, we also held a virtual trivia event. It was a very entertaining and good use of an hour even though my team lost. We are holding a second event on Friday, March 19 from 4-5 PM. Take a chance and sign up. I promise you’ll have some laughs and get to know a few other FEI members a little better.
 

... Continue reading HERE!