Time to savor the last month of summer vacations and start thinking about getting back to school, work, taxes, finances, etc…
“Bring It – Tax Info You Can Use”
Please join us in welcoming Shelly Terzolo of The Terzolo Financial Group as this month’s guest speaker.
Shelly provides clients with financial and Insurance services. The Terzolo Accounting Firm was founded with the goal of assisting clients in every aspect of their financial lives. They provide the most personal service available, and have earned a reputation for excellence in their industry. They strive to help create financial stability and security to provide financial independence for all of their clients.
DATE: Wednesday August 19th.
Next CNY Coffee Talk: Wednesday, January 20, 2010.
Jeffrey Layhew - Wealth Resources Network
Please join us for the first meeting of 2010 as we ring in the New Year and welcome Jeffrey Layhew, Senior Financial Consultant from Wealth Resources NetworWealth Resources Network is an independent financial advisory firm founded in 2003 by Jim and Jeff Layhew. With many years of investment and advisory knowledge, they bring a unique vision to the financial planning arena. Jim and Jeff formerly owned Jeffrey James Financial Planning in Liverpool, NY from 1993 until 1999 and merged with another planning firm from 1999 to 2003. With a strong desire to offer fee-based financial planning and a unique planning process, Wealth Resources Network was born in 2003.
###
Be a speaker. Our meetings run from January to November. We begin taking requests and reserving speakers’ spots in October. If you are interested in being a speaker, please send an email to:barista@cnycoffeetalk.com with “I’d like to be a CNYCT speaker” in the subject line. We reserve spots on a first-come basis.
Join Our E-newsletter Mailing List