December 12, 2017

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DEA Meeting: Merrill Lynch - Social Security Strategies

Merrill Lynch - Social Security Strategies

Kevin Taylor's guest speaker, Angela Gantt with BlackRock, explained some of the considerations that need to be weighed when deciding when to take Social Security as part of a retirement strategy. BlackRock is a money manager out of New York whose clients include governments and institutions, as well as individuals. 

As an investment consultant, they help clients prepare for retirement and Social Security is an important part of retirement cash flow.  They hired seasoned people from the SSA to help create a presentation for their clients to help simplify the issues around Social Security and to help clients determine when they should take their benefits.

Social Security was created in the 1930’s and a lot has changed since then, such as life expectancy.  Currently, couples age 65 have a 50% chance that at least one of them will live to 93 and a 25% chance that at least one of them will live to 98!  Yet, currently, 75% of people are taking the reduced benefit to collect Social Security early.  It doesn’t mean it is the wrong decision for you, but when you take benefits early, they are reduced permanently.   It is important to understand the rules before making decisions about when to take this income.  There are many Social Security calculators available for the individual, but the BlackRock calculator considers the household not just the individual.…

Read More about When to Take Social Security....

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DEA Meeting: Frost Bank - How Should You Respond to the Equifax Breach?
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Bring Some Cash Next Week!

We will take up a collection on Tuesday to give to our wait staff as an end-of-year gift!  Please remember to bring some cash!

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We will NOT meet December 26th nor January 2nd, but will come back on January 9th for a great guest speaker!  See you then!

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President Barbara Scribner welcomed everyone to meeting #4,600 of the DEA, celebrating 82 years!

Results reported to date for 2017 are $1,078,022 and Money Spent is $721,450!

Thanks to Rich Parker, Sewell Cadillac, for a great program and booksigning last week!

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Good News Stories!

Ron Schulz, Supreme Lending:  his youngest son graduated and Ron is going in the Parent-Protection program!

Randy Herman, Cornerstone Chem-Dry:  our son, Travis, received his nomination for the Naval Academy!

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30-Second Commercials!

Brad Swann, CopyNet Digital Imaging Solutions:  we have over 100 copiers (big, medium, and little) just in from Rockwall ISD that have been used for 2.5 years.  They will be refurbished and sold this year!  Call Brad if you would like to get in on a great deal!

Mark McDaniel, Remarkable Affairs Catering: folks are reaching out for holiday parties the week of Christmas or after Christmas.  It is a great time to have a party when you are not competing with other events!  Remarkable Affairs is happy to help with great food and service!

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Mark McDaniel, Remarkable Affairs Catering, introduced our visitors:

• Eric Wynn with Merrill Lynch, EWynn@ML.com, guest of Kevin Taylor.

• Tuba Gungor with NetBT Consulting, Tubag@netbt.us.

• Evan Bache-Wiig with All Mold Pro, guest of Tessa Bache-Wiig.

• John Chay with Express Employment Professionals, John.chay@Expresspros.com, guest of Jennifer Blakeney

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Ted Biggers presented Mike Trull with a plaque from the DEA in recognition of his 25 years of outstanding leadership as a member and Past-President!

 

Thank you, Mike!  We will miss you!

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DEA Christmas Party

Thanks to everyone who made the Christmas Party a great success! Michael Bosco opened his home for the event!  Chef Mark provided delicious, decadent food!  Wine was provided by Ron Schulz, Barbara Scribner, and Mark Kinser!  Michael Bosco provided a keg of beer from Oak Highlands Brewery!  Darren Gardner provided Scotch!  Mariann Montgomery put it all together!  We had a lot of fun!

Click here to see pictures!....

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The Board of Directors for January - June 2018 are:

Ted Biggers, Biggers Law Firm
David Smith, Frost Bank
Keith Brown, Audio Video Innovations
Darryl Galen, d. galen graphics
Cynthia Oliver, Preferred Business Solutions
Mark Kinser, Remarkable Painting
Rich Parker, Sewell Cadillac

Our new Secretary/Treasurer is:  Keith Brown

Congratulations to those who have been elected.  Thank you to all who agreed to be nominated to serve! 

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Congratulations to those celebrating their DEA Anniversary in December:

• CNC Homecare - 22 years!

• Merrill Lynch Global Wealth Management - 62 years!

• Murphy Business & Financial Corporation - 5 years!

• New York Life - 34 years!

• Top Golf of Dallas - 2 years!

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Happy Birthday to:

• December 10th:  Ashley Kinney (Your Web Guys.Net)

• December 11th:  Jim Chandler (Remarkable Painting)

• December 13th:  Erika Herman (Cornerstone Chem-Dry)

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Board Report

Michael Bosco, Safe Haven Pest Control, presented the Board Report for the week of December 5, 2017, which advised there was a total of 39 present with 2 guests recording:

• 27 “A” leads

• 36 “B” leads

• 42 “C” leads

• 6 One-on-one's 

• 34 leads received

• $16,010 results

• $33,835 spent with members 

The Big Result Getter was ProActive Leadership Group.  The Big Spender was Merrill Lynch Global Wealth Management.  The Big "A: Lead Giver: McShan Florist. The Big "B" Lead giver: Merrill Lynch Global Wealth Management.

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Congratulations!

Rich Parker, Sewell Cadillac,  held a drawing for those who attended his booksigning this week!  The winners were:  Mike Trull, CMC Rebar, won an Escalade for a weekend, Mike Moore, Moore Insurance, won lunch with Rich Parker, and Keith Horniman, Pilot's Building Maintenance, won an autographed copy of Carl Sewell's book, Customer's For Life! 

The $36.00 raffle drawing was won by Keith Horniman, Pilot's Building Maintanance!

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• December 19, Frost Bank: Responding to the Equifax Breach

• December 26, January 2, Holidays!  No meetings

• January 9, Guest Speaker, Jamie Crosby

• January 16, Guest Speaker, Dick Davis, Executive Director of the Texas Discovery Gardens 

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18208 Preston Road, Suite D-9317
Dallas, Texas 75252
Telephone: 214-528-1082
www.dallasexecutives.com

Celebrating Our 82nd Anniversary 1935 - 2017

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