Author: Finola Annibella

January Meeting – Panel Discussion

Finola Annibella

Please join us for a panel discussion of expert DAB members as we discuss how you can refocus and get clear in your business in 2022. Many businesses are experiencing excellent post-COVID demand and sales but are struggling with key operational issues such as higher input costs, labor shortages, and raising prices while remaining competitive. We’ll discuss how you can get clear on your ideal projects and ideal clients, focus on the culture on you want to build to attract and retain employees, and deal with your operational challenges.

Our panelists will be:
– Anthony Lambatos, CEO of Footers Catering
– Dean Isaacs, Founder & CEO of Vantage Group

Eric Walters, Managing Partner of Summit Hill Wealth Management will facilitate. We invite DAB members to share their questions or issues for the panel ahead of time. Please email Eric Walters at ewalters@summithillwealth.com with your questions.

December Toys-for-Tots Meeting … MIKE’S LAST HOORAH AS DAB PREZ & HOLIDAY EXTRAVAGANZA … Guests Welcome!

Finola Annibella

Our Prez is pulling out all of the stops for his last official breakfast meeting as the DAB President.

Rumor has it Sean Plumb and the Honey Badger’s will be performing live some of your favorite holiday tunes as well as some classic rock…ssssshhh, not sure, but this may happen.

There will be skits, costumes, other musical adventures, inspirational speeches and possibly a visit from the fat man up north. This is one you don’t want to miss.

Bring a guest or two, bring your significant other, heck…just pick a random stranger and bring them.

This is also our annual toy drive for Toys-for-Tots. Please bring a new, UNWRAPPED toy to be donated to a child in need this holiday season.

October Monthly Meeting: “The Power of Alignment in Charitable Giving” … Guests Welcome!

Finola Annibella

Al Mueller, Excellence in Giving

Many families and companies want to make a difference in the world but have trouble knowing where to start or feel indifferent about their giving.  Please join Al as he shares lessons from twenty years of experience advising high-net worth families, companies, and non-profit corporations on how to align their charitable work with their money.  He’ll discuss how two ultra-high net worth parents raised kids that understood the true meaning of wealth and service to others and how a corporation changed their giving program to increase employee satisfaction and morale.  Al will also share how a non-profit board changed from scarcity thinking to abundance mentality and received a seven figure gift.

Al Mueller, President of Excellence in Giving, has 20 years of experience serving some of the most generous families in America.  Excellence in Giving helps families align their values, passions, and priorities with their wealth.  Those families gave almost $90 million to 981 high impact nonprofits in 2020.  Since inception in 2002, Excellence in Giving clients have given almost $500 million to local, national and international organizations.          

September Monthly Meeting: Estate Planning Attorney … Guests Welcome!

Finola Annibella
September Monthly Meeting: Estate Planning Attorney … Guests Welcome!

Mom Always Loved You Best – Join estate planning attorney, David Cook, JD, LLM, as he explores family relationships when death, possessions and money matters are involved.  David explores the human side of family affairs when death, dying and money matters are involved. Legal documents have little value without understanding the dynamics of families in times of change.

In this interactive and humorous presentation you will walk away with:

  • Why it is as important to get your personal affairs in order as your possessions.
  • Why documents are not a replacement for conversation and honesty.
  • How to create strong family ties, and avoid conflict, during and after your life.
  • The five great family truths.

David Cook has practiced law for over 30 years and has worked with thousands of clients. In his presentation David will share with you the wisdom he has gathered over his many years of helping families create a closer bond during the most challenging of times.