Upcoming Member Events Sales Connection Breakfast Series August 3, 2018 7:30 a.m. You’re invited to join us for the Sales Connection Breakfast Series held the first Friday of each month. The breakfast will be held at the Dublin Chamber of Commerce, 129 S. High St. in historic Dublin from 7:30 to 9 a.m. —- Join […]
Member/Community Events & Resources – July 2018 Read More »
Morgan Stanley’s Investor Pulse poll highlights that while most investors hold an optimistic outlook-worries about their financial futures remain. Courtesy of: Michael L. Beers, CIMA(R), CRPS(R) Senior Vice President Family Wealth Advisor Corporate Retirement Director Morgan Stanley Easton Phone Number: 614.269.3401 Web Address: fa.morganstanley.com/fortis From record-breaking stock market returns to falling unemployment, the U.S. has
Study Links Good Financial Habits to Achieving Happiness Read More »
Upcoming Member Events GREENCREST and Google will co-host a “Google Partners Connect” event on June 20 to help retailers understand online consumer behavior. At the upcoming Google Partners Event, Google and GREENCREST, a Google Partner Agency, will share online consumer trends, research and strategies to help businesses reach more customers and grow their revenue. Attendees
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Member News Schoedinger looks to expand to Dublin with new funeral home Columbus Business First Schoedinger Funeral and Cremation Services has filed plans to build an 11,730-square-foot funeral home in Dublin… Charles Penzone, Inc. Debuts New Salon Concept & Direction columbusunderground A pioneer in the beauty industry in Columbus, Charles Penzone, Inc. is celebrating 50
Member News & Interesting Reading – June 2018 Read More »
What to Look For in Your 401(k) Service Provider Courtesy of: Michael L. Beers, CIMA(R), CRPS(R) Senior Vice President Family Wealth Advisor Corporate Retirement Director Morgan Stanley Easton Phone Number: 614.269.3401 Web Address: fa.morganstanley.com/fortis 401(k) salary deferral plans are among the most popular retirement plans today. Nearly every financial services company brokerage – firms, banks,
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By Jennifer Griffith, Ohio Regional President of First Merchants Bank and a Conway Center Service Provider member. Mary Manager is an extremely liked manager of a small team. She tends to find opportunity in everyday situations and is known for her kindness. Her manager feels lucky to have such a well-balanced team leader working by
Emotional Intelligence Read More »
LOYOLA FAMILY BUSINESS CENTER THINKING THROUGH YOUR NEXT FAMILY MEETING – Template Family Meetings are a gathering of all family members who meet the membership requirement decided on by your family constitution. They should occur frequently, about once a year, and should be comprised of three elements: enterprise, education,and fun. The goal should be to
Member/Community Events & Resources – May Read More »
Member News Velvet inducted into Family Business Hall Mount Vernon News We are so honored to be inducted into the Central Ohio Family Business…Reitter Stucco and Supply, Ricart Automotive Group, Robin Enterprises,… New name, new look, new features for Penzone salons start in Dublin Business First A new iteration of Charles Penzone Inc. is as
Member News & Interesting Reading – May Read More »
