NAIFA-SYRACUSE OCTOBER 2018 BREAKFAST MEETING. Commitment and Decision Making

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1 syracuse The Syracuse Advisor NAIFA - Syracuse State Tower Bldg. 109 S. Warren St. Syracuse, NY Phone/Fax: NAIFA-SYRACUSE OCTOBER 2018 BREAKFAST MEETING October Meeting ProgramTopic: Commitment and Decision Making Speaker: LEROY COLLINS CEO of Planit President of NFL Alumni Association Date: Thursday, October 25, 2018 Time: 8:00 9:30 A.M. Place: Justin s Tuscan Grill 6400 Yorktown Circle, E. Syracuse, NY Cost: $ Breakfast Buffet/Program Schedule: 8:00 AM Breakfast 8:10-8:25 AM Business Meeting & Announcements 8:25-9:25 AM Speaker Presentation * * * REGISTER ONLINE AT OR FAX OR YOUR RESERVATION TO THE NAIFA-SYRACUSE OFFICE (FAX # ) or to: charlottegcrandall@gmail.com NO LATER THAN THE RESERVATION DEADLINE. NO PHONE RESERVATIONS PLEASE. RESERVATION DEADLINE: FRIDAY, OCTOBER 19, 2018

2 LEROY COLLINS The topic of Mr. Collins s speech will be Commitment and Decision-Making. He will give an account of his life struggles and how he used commitment and decision-making to gain success in many areas of life and how he is doing the same to help people with their struggles. Mr. Collins went to Hudson High School and was a New York State rushing leader. He attended junior college and was a JC all-america running back. He received a scholarship to play in the University of Louisville. Mr. Collins broke seven school records and was second in the nation for rushing TD s with 22 TD s. He was signed as free agent for the Washington Redskins and then signed by the Jacksonville Jaguars practice squad. Was there for two years and ventured into the CFL and XFL. Mr. Collins received a Master s degree from the University of California of Pennsylvania. He owns the Syracuse strong football team in Syracuse and is a Partner at Great Lakes Athletics in Fulton. Mr. Collins is the CEO of Planit, which is an app based platform for getting people and families together on adventures. (Please see more information on Leroy Collins on the following pages.)

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5 President s Page Dear Members, Happy October everyone! We are looking forward to our meeting coming up on October 25 th. It will be a good one that I hope you can all attend. Also, if the dates weren t already saved, please mark your calendars for the next meetings on: January 24th, April 25 th and June 13 th, all are Thursdays. The annual Legislative Breakfast meeting will be at Justin s Tuscan Grill again on March 1 st. We will have some awesome speakers, this year, that will revolve around sales, motivation, happiness and life, that we are excited for. As noted previously, the January 24 th meeting will be FREE TO ALL MEMBERS, as long as they bring a guest who is a non- member, both the member and non- member will be FREE. This meeting will be epic as we have in store some top- notch speakers; it will be so impactful for all who attend. Again, thank you all for what you do for your clients, your community, our CNY community, and for NAIFA! See you all in October! Andrew M. Schaffel President NAIFA- Syracuse

6 Richard Levy stands in the living room of his home in Syracuse. My life changed forever when I was forced to flee Nazi Germany as a young, Jewish boy. I was rescued through the extraordinary kindness of a British family in My life was saved. Over time, I developed the notion that I was set out to better the world through moral and ethical action. Inspired Giving: Richard Levy I decided to open a fund at the Community Foundation to provide for the causes that resonate with my own life experiences such as refugee resettlement, civil rights and healthcare. My fund makes it easy to facilitate my annual giving now. Leaving a portion of the proceeds of my estate to the fund allows this giving to continue even after I m gone. It gives me great comfort in knowing that my wishes will continue to help future generations facing their own challenges. since 1927 Read more of Richard s story at Levy.5forCNY.org cnycf.org (315)

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8 THANK YOU TO OUR NAIFA-SYRACUSE BENEFACTORS PROGRAM CONTRIBUTORS The support of the following individuals are helping us to continue to provide benefits to our members. Their generosity is greatly appreciated! VISIONARY LEVEL - $ & Up Patrick A. Mannion John S. Tuttle Brett J. VanAntwerp ADVOCATES LEVEL - $ $ Milton A. Hill SUSTAINERS LEVEL - $ $ Anonymous Thomas A. Conklin Charlotte G. Crandall Joseph C. Eppolito Michael C. Herholtz ASSOCIATES LEVEL UNDER $100 TO CONTRIBUTE TO OUR BENEFACTOR S PROGRAM PLEASE SEND A CHECK, PAYABLE TO NAIFA-SYRACUSE TO: NAIFA-SYRACUSE STATE TOWER BLDG., Ste. 1A 109 S. WARREN ST. SYRACUSE, NY 13202

9 Dear NAIFA-Syracuse Members: Thank you so much for your support and membership! It is because of each one of you, I am excited to announce that we are able to continue to stay strong as a local NAIFA Chapter. We have 105 members and intend to grow more than 10% this year! We are very grateful for each one of you and value you. If anyone is in the fortunate position to become a benefactor, it will help in the following ways: Operating expenses: Charlotte is our Association executive and works hard to see that we have the best local NAIFA chapter. Representation: We will continue to have a face at the Albany and Washington annual meetings. Impactful meetings: Such as continuing to host the Syracuse Police awards breakfast meeting and have great speakers. Legislative Breakfast: This event has increased over the years and is a great way for our members to have meaningful discussions with the local representatives. These depend on the loving support you all give with your membership, and the benefactor program. For those that gave in the past to the benefactor program, thank you again, and for those able to give now, thank you in advance. Please join the NAIFA-Syracuse Benefactors Program. As a NAIFA member, the majority of the dues go the needed State and National lobbying to keep our business alive and our clients in the best the best position possible. All the benefactor money will remain in our local chapter. There are 4 levels of membership: Visionary Level: $500 and up Advocates Level: $250-$500 Sustainers level: $100-$250 Associates Level: under $100 We will publicize all benefactor members online, in newsletter, and at meetings. Please become a member and send a check made payable to: NAIFA-Syracuse. Mail to NAIFA/Syracuse, Attn: Charlotte Crandall, State Tower Bldg., Ste. 1A, 109 S. Warren St., Syracuse, NY Thank you all so Much! Andrew Schaffel, President Affiliated with the National Association of Insurance and Financial Advisors and the New York State Association of Insurance and Financial Advisors

10 NAIFA- Syracuse Advertising Program $1,000 $500 $500 $250 $100 Premier Sponsorship This includes a meeting sponsorship, a full page ad in our monthly newsletter, and a website ad with a link to your home page. Meeting Sponsor You will be featured on our monthly newsletter as the sponsor, will have 5-10 minutes in front of audience for extended elevator speech, handouts at each table, and a separate table for you to have more information/handouts. Full page ad in our monthly newsletter for 1 year. Distributed to 150+ Financial Advisors and Insurance agents in our area. Can also sponsor monthly at $60 per issue. Website Ad You will be listed as a sponsor on our website with a hyperlink to your webpage. Business Card Ad (1/8 th page) in our monthly newsletter for 1 year Note: Our newsletter is not published in July and August. FOR MORE INFORMATION, PLEASE CONTACT SAM CHAVARRIA AT TO: NAIFA- SYRACUSE, State Tower Bldg., Ste. 1A, 109 S. Warren St., Syracuse, NY PHONE and FAX: E- MAIL: charlottegcrandall@gmail.com NAME: COMPANY: ADDRESS: PHONE: FAX: E- MAIL: ATTACHED IS A CHECK, PAYABLE TO NAIFA- SYRACUSE, IN THE AMOUNT OF $. SIGNATURE: DATE:

11 Please try to make your reservation for our meetings by the reservation deadline. Justin s is not normally open for breakfast so they depend on our reservation count to provide the right quantity of food. Thank you. * * * Our Build A Package advertising options will remain the same as last year, with no increase in price. You can participate at any time during the year and still receive a full year of benefits. For more information, see the flyer in this newsletter or contact Sam Chavarria at schavarria@financialguide.com or Charlotte Crandall at charlottegcrandall@gmail.com. * * * Get involved in your Association! We are always looking for members to serve on our committees and/or projects. If you are interested or need more information, please contact the NAIFA-Syracuse office at We welcome your participation. * * * VISIT OUR WEBSITE AT Happy Halloween ADVERTISING POLICY NAIFA-Syracuse realizes that its members are fully aware of their individual contractual and moral obligations. We publish limited advertising in our newsletter from various companies and agencies to keep our entire membership informed. Our advertisers are fully aware that an agent s own company agency is his/her primary source and that serving his/her clients is the agent s primary responsibility. Our advertising policy reflects this awareness.