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Conejo Professional Alliance In Person
This Week At TEAM Conejo Professional Alliance In Person
Conejo Professional Alliance would love to meet you!
Our 90 minute weekly meetings consist of an informal “Meet and Greet” to introduce yourselves to the members of the chapter. This structured meeting which will allow you to give a one minute commercial describing what you do, the products or services you offer and the type of referrals you are looking for. At the end of the meeting, you will have an opportunity to give and receive referrals as well as schedule additional time to learn more about the members.
About our chapter
We are a group of professionals working together to grow our businesses through Relationship Marketing and referrals. TEAM members work together for a common goal: To increase our sales income and bottom line.
We are currently seeking these categories to add to our dynamic group:
Attorneys: Real Estate/Personal Injury
Business Broker,
Commercial Realtor
Inurance P & C
Computer Services
Photographer
AND MORE!
Meeting Details
Date
Thursday
Start/End
11:45 AM to 01:15 PM
Time Zone
PST (Pacific Standard Time)
Location
Paul Martin's American Grill
Phone
Please contact Jon for meeting info
Meeting Website
Guest Policy
Please Call In Advance
Food Served
Lunch / No Host
Dress Code
Business Casual
Contact
Jon Courtney
Phone
805-603-4962
TEAM Director
As Director with TEAM Referral Network, I bring together entrepreneurs, small business owners, independent contractors and teach them how to become a sales TEAM in their community so they can help to grow each others' business through referrals. Click here for my contact information.
Member of the week
Congratulations to Member of the Week
Ben N. Levine
Business Name: Noble Wealth Solutions
Business Description: At the center of what I do is tax deferral and tax advantaged strategies. I am a Certified College Funding Specialist (CCFS) in the financial services industry for over 30 years serving the financial needs of successful families and businesses. I am a resource for financial planners, CPA's, attorneys and other professionals with regard to college funding, tax deferral and insurance strategies.
How Business Creates Value: We help clients save "for" and "on" college, I teach clients about college financial aid, tax strategies to pay for college and how to reduce the cost of college. I put together a plan to fund college that doesn't cost you your retirement.. I also show business owners how to use their business to pay for part of their children's college costs.
How Member Creates Value: Most of my clients are in their 50's concerned about the high cost of college for their children and want to make sure they can still retire after paying for college.
