Lotay has served on the board of Directors for many organizations including as Board President for 2 organizations; New Horizons Perpetual Foundation, helping developmentally disabled adults, and Black Card Circle Foundation, Inc. raising awareness for non-profit organizations committed to promoting self-reliance and sustainability. Lotay has been a nationally recognized manager for a New York Stock Exchange (NYSE) listed company.
Lotay Yang took time out of his very busy schedule to come talk to us about what he does best; Financial Planning and helping people build wealth.
With approximately 25 years of professional experience in financial services, Lotay Yang, is dedicated to helping individuals meet their financial needs by developing financial plans and investment plans around long-term goals and risks tolerance. Lotay's extensive experience - throughout major shifts in the markets - enables Black Card Circle to help clients structure balanced portfolios to address their specific goals.
Club members got a dose of his wealth of experience last week when he addressed us. From topics such as Retirement Account, Roth IRA, 401K, Mutual Funds, Municipal Funds, S&P500 Index, Bonds, US Treasury, and Stocks. Everyone present were listening with rapt attention and seriously taking notes. After a short Q&A session, we had to let him go. For members who were not present at the meeting, please contact our club president for more information on how to build your wealth.
Mike & Lotay
Who knows. We just might be lucky to have Mr. Yang back again soon. Let's keep our fingers cross.
Raffle: Peter Satuloff had the winning ticket.
Meeting ended at 1:30PM
JANUARY:
Birthday shout out to the following members:
Marie Valencia
Catherine Ibrahim
Wynne Ritch
Jean Mabilob
Karyne Ventris
Javier Nunez
Marcello Quiroga
Betsy Truyoo
The Four Way Test
Of The Things we think, say, or do:
1) Is it the TRUTH?
2) Is it FAIR to all concerned?
3) Will it build GOODWILL and BETTER FRIENDSHIPS?
4) Will it be BENEFICIAL to all concerned?