It was a great meeting with a great deal of enthusiasm about future meetings...
Garden City, NY (PRWEB) September 27, 2011
The NAPW Charleston Local Chapter Launched with monthly networking meetings in August and September. The Chapter President Catherine Marshall opened the chapter’s August event by welcoming everyone and the meeting was called to order at 12:15 PM at the Sun Fire Grill Restaurant in Charleston.
Members present included Catherine Marshall, Lisa Richart, Stephanie Brown (Guest), Tracy Richter (Guest) and Jill Crawford (Guest). Catherine provided a brief description of NAPW and explained the overall goals and objectives of the organization, as well as the local chapter. She welcomed everyone and invited them to introduce themselves. Each member was asked how they learned of NAPW and why they joined. NAPW materials and welcome binders were distributed and reviewed.
Tracy Richter works for Mt. Pleasant events planning and is looking for networking and sponsorship capability through NAPW; Jill Crawford works for Apex Broadcasting and is interested in networking as well; Stephanie Brown is an office manager and is interested in learning more about NAPW.
The chapter discussed how to encourage more Charleston Local Chapter members to attend meetings. It was decided that different meetings dates, times, locations and venues need to be offered to accommodate everyone’s busy schedules. September meeting dates were discussed so as to avoid conflicts with the Labor Day weekend. The meeting concluded at about 1:10pm.
The Chapter then met for lunch at Sweetwater Café on South Main Street in Historic Summerville on September 19th. The chapter had a private room and invited their first Guest Speaker, Betsy Williams, CPA, CFP from Webster Rogers, LLP. The topic of Betsy’s talk was “Tax Tips and Traps for Professionals”.
Catherine Marshall kicked off the meeting by welcoming everyone, describing the organization’s Mission Statement and asking everyone to introduce themselves. Members were also invited to distribute their cards and explain their businesses.
Members attending previous meetings that were present included Catherine Marshall, Lisa Richart, Stephanie Brown (Guest), Tracy Richter (Guest) and Jill Crawford (Guest). New Members present for the meeting included:
Betsy Williams, CPA, CFP, partner of WR Webster Rogers LLP. Betsy’s talk was extremely informative and covered main highlights of Tax Breaks Set to End in 2011, Rental Income, Business Travel, Auto Expenses, Estate Taxes and IRS Audit Red Flags, ending with an open question and answer period.
Jane D. Pelletier, CPA, Manager at WR Webster Rogers, LLP, guest of Betsy, we are extremely grateful to both for the time and effort extended to NAPW is their presentation.
Tracey DeLong, Vice President/Mortgage Banker, Resource Financial Services, expert in handling loans of all types, Tracey has a wealth of knowledge in handling mortgages.
Dayle Z. Guidera, CLU, David M. Gilstein Insurance Agency, Inc., guest of Tracey, Dayle described her insurance areas of expertise to include, but not limited to health, life, dental, disability, accident, etc.
Jackie Phillips, a new homeowner in Charleston, a professional volunteer, guest of Cathy courageously facing the challenge of meeting new people, starting a new life for she and her family.
Lauren Legette, Operations Manager of Sweetgrass Lawn Care, guest of Tracey, described the services of her lawn maintenance company.
Rebecca R. Epstein, Esq., of Epstein & Howell, LLC, areas of practice include, but are not limited to, assisting new business owners in the process of starting their business.
Betsy Williams, CPA, CFP, partner of WR Webster Rogers LLP gave an extremely informative talk that covered main highlights of Tax Breaks Set to End in 2011, Rental Income, Business Travel, Auto Expenses, Estate Taxes and IRS Audit Red Flags, ending with an open question and answer period.
NAPW notepads were given to new guests as a welcome gift.
“It was a great meeting with a great deal of enthusiasm about future meetings,” Catherine said.
The Charleston Chapter Meetings are posted on the Charleston Chapter page of the NAPW site for future reference.