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The Bellevue Addition Newsletter

April 2010: Volume 18 Number 10
President's Message This Month's Meeting Current Speaker Speaker Highlights Announcements

Mark your Calendar 2009-2010 Speaker Calendar Posting Information Recent Newsletters

PRESIDENT'S MESSAGE

Happy Early Spring to everyone!

I am wondering if there are any others out there, that were so excited for the warm weather, that they went ahead and began planting for spring? I did. It was too beautiful to pass up a day in the sunshine. I am happy to say, I didn’t lose the strawberries I planted (close call however, after two frosts) and now they are showing some new growth. I might be lucky for their survival!

I would like to thank and welcome a few new members to the board; Ratna Sheth and Mei Ninman (who have volunteered to do Arrangements), Akiko Tojo (who has volunteered to do Publicity), Beth Driscoll (who has volunteered to be Secretary for this coming year) and Eleanor Siverts-Akerman (who has volunteered to transition from Secretary to website chair for this coming year).

Thank you all for your GREAT work!

There are lots of opportunities for personal growth and we appreciate seeing member’s interest in supporting our Great Chapter. There is a current opening for President Elect. Please let myself or one of the board members know if you are interested.

Regional Events:

Northwest Regional Conference is coming up June 18-19 – Portland, WA. The Seattle Chapter is interested in getting a head count of those interested in taking the train down. The suggestion is getting a group together for the train and sharing a shuttle/taxi to the hotel from the train station (more information to follow). Please let me know if you are interested in taking the train, I will keep a log of people interested from the Bellevue Chapter and will work with the Seattle Chapter on arrangements.

Sincerely,

Holly Smith
Chapter President


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THIS MONTH'S MEETING

Date: April 20th, 2010

Time: 6:00-6:30 Social Hour
6:30-7:15 Dinner
7:15-8:15 Speaker Session

Cost: $24 members, $28 non-members, $15 first time guests, $15 Students, $5 program only
Cash or check only, please.

Place: Coast Bellevue Hotel
625 116th Ave. NE, Bellevue, WA 98004
Hotel telephone 425-455-9444
Corner of NE 8th St & 116th Ave. NE in Bellevue. Next to the Denny's Restaurant.

Menu: Choice of: Regular or Vegetarian Meal
Dessert: Hotel's Choice or Fresh Seasonal Fruit

Reservations: Mei Ninman meininman@hotmail.com 425-277-1247
Deadline: 1:00 pm, Thursday, April 15th, 2010
Cancellations are due by 12:00pm, Friday, April 16th, 2010
Standing Reservations Apply

Reminder: We are charged for all dinners we reserve and must bill for non-cancellations

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APRIL SPEAKER: Rick Robertson Choice Lending, Inc

Topic: The Mortgage Industry

The speaker is Rick Robertson, who is a Certified Mortgage Planning Specialist (CMPS®) for Homestead Mortgage of Bellevue Washington, a division of Axia Financial. Rick's role is to help his clients make sure that they have leveraged themselves in the best, most conservative model that maximizes wealth creation and maximizes financial security for them & their families.

Rick works with clients to weave their mortgage into their overall long and short-term financial goals. This includes assessing their current financial landscape, cash flow analysis, real estate investment analysis, real estate equity management goals, and tax planning strategies. Another example is to implement specific strategies designed to help clients improve their credit score and optimize their financing. Rick will update us on what’s going on in the mortgage market, the housing market, and perhaps those confusing first time home owners (and long time homeowners) tax credits!

Prior to his career as a mortgage professional, Rick had a successful career spanning finance, sales, marketing, planning and operations in the travel industry.


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MARCH SPEAKER HIGHLIGHTS

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ANNOUNCEMENTS

There are no announcements at this time. Please check back later.

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MARK YOUR CALENDAR

Monday
Tacoma Chapter
April 12th- Second Monday of the Month 5:30 p.m.
6:30 p.m.
Social Hour
Dinner
La Quinta Inn
1425 E. 27 St.
Tacoma, WA
Before 5pm Thursday
Jonna Mertens
253-942-3550
reservations@aswatacoma.org
Tuesday
Bellevue Chapter
April 20th- Third Tuesday of the Month 6:00 p.m.
6:30 p.m.
7:15 p.m.
Social Hour
Dinner
Speaker
Coast Bellevue Hotel
625 116th Ave NE
Bellevue, WA
425-455-9444
Wednesday
Seattle Chapter
April 28th- Fourth Wednesday of the Month 5:30 p.m.
6:30 p.m.
7:30 p.m.
Social Time
Dinner
Speaker
Rainier Golf & Country Club
11133 Des Moines Memorial Dr S
Seattle, WA 98168
206-467-8645

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2009-2010 SPEAKER SCHEDULE

Tentative

July 21, 2009-Planning Meeting

August 18, 2009- Dr. Catherine Darley from the Institute of Naturopathic Sleep Medicine: Improving your job performance by optimizing sleep.
http://www.naturalsleepmedicine.net

September 15, 2009- Becky Pendleton Reid, VP The Cereghino Group – The current stock market and banking industry

October 20, 2009- Student Night, Next-Level Leadership – Debrena Gandy Jackson

November 17, 2009- Dessert Auction

December 15, 2009- Emotional Intelligence - Janaki Severy, Principal and Owner Managing Dynamics. www.managingdynamics.com/default.asp
Joint Meeting In Seattle: 2009 Washington State Legislative Update - Gary Smith, Executive Director of Independent Business Association (IBA) of Washington State

January 19, 2010- Tax Update - Shawn Gagnon CPA, owner of Weinand & Associates

February 16, 2010- FBI, Internet Security

March 16, 2010- Wayne Borkowski: FASB codifications (Joint meeting with IMA- at Coast Bellevue Hotel). 2 hour CPE starting at 5:30

April 20, 2010- The Mortgage Industry - Rick Robertson Choice Lending, Inc

May 18, 2010- Email etiquette - Dr. Julie Miller

June 15, 2010- IRA vs Roth - Rodney Nield, VP Financial Sales Mgr IronStone Bank

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POSTING INFORMATION

Submissions for the May 2010 Newsletter
Bellevue+ Addition must be received by
Sunday, April 25th, 2010

Lindsey Miller
lindseyb414@hotmail.com

Any comments on the website email
lindseyb414@hotmail.com


RECENT NEWSLETTERS

March 2010
February 2010
January 2010
December 2009
November 2009

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