NPC Weekly Recap + Upcoming Speakers

[Joseph Lotozo]

Good morning NPC,

Thank you to everyone who joined us this morning for another strong meeting. Great energy, plenty of laughs, and a lot of business being passed around the room.

Highlights from Today

• Congratulations to Coach Mike on the new opportunity in logistics. Wishing you a lot of success in the next chapter.
• Several member wins and referrals were shared, showing once again how valuable this group is when we stay engaged and connected.
• Shankar reported a strong upcoming dinner theater event next week with many homeowners expected to attend, creating great networking opportunities.
• Cody shared multiple real estate opportunities in motion and a great example of long-term referrals coming full circle over the years.
• Kelly, Drew, Tom, James, and others all shared updates showing momentum across the group.

Upcoming Speakers

• 4/24 – Joe Lotozo
• 5/1 – Alice Foeller
• 5/8 – Cody Martin
• 5/15 – Gary Stentz

Keep inviting quality guests, looking for referrals for fellow members, and showing up ready to help one another.

Have a great weekend everyone.

Joe

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Joseph A. Lotozo, CFP®, ChFC®, CRPC™, AAMS™ Financial Advisor (614) 874-2372 (866) 462-2385 www.edwardjones.com/Joseph-Lotozo 2094 Tremont Center, Suite 4 Upper Arlington, OH 43221 Connect with me on Linkedin!

 

I want to understand what is important to you. I use an established process to help build personalized strategies to achieve your goals. We will partner together throughout your life to keep you on track.

 

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